SG Americas Securities’s Avalara, Inc. AVLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,984
Closed -$366K 3080
2022
Q3
$366K Buy
3,984
+2,399
+151% +$220K ﹤0.01% 1616
2022
Q2
$112K Sell
1,585
-308
-16% -$21.8K ﹤0.01% 2792
2022
Q1
$188K Buy
+1,893
New +$188K ﹤0.01% 2199
2021
Q4
Sell
-600
Closed -$105K 3495
2021
Q3
$105K Sell
600
-2,944
-83% -$515K ﹤0.01% 3369
2021
Q2
$573K Buy
3,544
+1,276
+56% +$206K ﹤0.01% 1699
2021
Q1
$303K Sell
2,268
-796
-26% -$106K ﹤0.01% 2153
2020
Q4
$505K Sell
3,064
-3,567
-54% -$588K ﹤0.01% 1741
2020
Q3
$844K Buy
6,631
+1,692
+34% +$215K 0.01% 1069
2020
Q2
$657K Sell
4,939
-1,727
-26% -$230K 0.01% 1549
2020
Q1
$497K Buy
+6,666
New +$497K ﹤0.01% 1514