Spearhead Capital Advisors’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,028
| Closed | -$214K | – | 182 |
|
|
2022
Q2 | $214K | Sell |
3,028
-39
| -1% | -$2.76K | 0.03% | 168 |
|
|
2022
Q1 | $305K | Sell |
3,067
-150
| -5% | -$14.9K | 0.04% | 134 |
|
|
2021
Q4 | $415K | Buy |
3,217
+208
| +7% | +$26.8K | 0.05% | 113 |
|
|
2021
Q3 | $526K | Buy |
3,009
+148
| +5% | +$25.9K | 0.07% | 92 |
|
|
2021
Q2 | $463K | Buy |
2,861
+380
| +15% | +$61.5K | 0.06% | 118 |
|
|
2021
Q1 | $331K | Sell |
2,481
-198
| -7% | -$26.4K | 0.05% | 142 |
|
|
2020
Q4 | $442K | Buy |
2,679
+50
| +2% | +$8.25K | 0.07% | 110 |
|
|
2020
Q3 | $335K | Buy |
2,629
+135
| +5% | +$17.2K | 0.06% | 119 |
|
|
2020
Q2 | $332K | Buy |
+2,494
| New | +$332K | 0.07% | 91 |
|