Simplex Trading’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4800 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4832 |
|
|
2022
Q2 | – | Sell |
-11,848
| Closed | -$1.18M | – | 4809 |
|
|
2022
Q1 | $1.18M | Buy |
11,848
+4,619
| +64% | +$459K | ﹤0.01% | 446 |
|
|
2021
Q4 | $933K | Buy |
+7,229
| New | +$933K | ﹤0.01% | 563 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4107 |
|
|
2021
Q2 | – | Sell |
-1,037
| Closed | -$138K | – | 4279 |
|
|
2021
Q1 | $138K | Buy |
+1,037
| New | +$138K | ﹤0.01% | 1287 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3748 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3572 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3438 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3387 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3302 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3266 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3238 |
|
|
2019
Q1 | – | Sell |
-3,360
| Closed | -$104K | – | 3225 |
|
|
2018
Q4 | $104K | Buy |
3,360
+3,278
| +3,998% | +$101K | ﹤0.01% | 848 |
|
|
2018
Q3 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 1890 |
|