Sowell Financial Services’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-808
| Closed | -$100K | – | 3066 |
|
|
2021
Q1 | $100K | Sell |
808
-115
| -12% | -$14.2K | ﹤0.01% | 1369 |
|
|
2020
Q4 | $152K | Sell |
923
-80
| -8% | -$13.2K | 0.01% | 970 |
|
|
2020
Q3 | $128K | Sell |
1,003
-552
| -35% | -$70.4K | 0.01% | 893 |
|
|
2020
Q2 | $207K | Buy |
1,555
+836
| +116% | +$111K | 0.01% | 710 |
|
|
2020
Q1 | $54K | Sell |
719
-250
| -26% | -$18.8K | ﹤0.01% | 1032 |
|
|
2019
Q4 | $71K | Buy |
969
+764
| +373% | +$56K | 0.01% | 1018 |
|
|
2019
Q3 | $14K | Buy |
+205
| New | +$14K | ﹤0.01% | 1422 |
|