Spire Wealth Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-429
| Closed | -$39K | – | 2443 |
|
|
2022
Q3 | $39K | Sell |
429
-166
| -28% | -$15.1K | ﹤0.01% | 1054 |
|
|
2022
Q2 | $42K | Sell |
595
-1,783
| -75% | -$126K | ﹤0.01% | 1369 |
|
|
2022
Q1 | $237K | Sell |
2,378
-44
| -2% | -$4.39K | 0.01% | 821 |
|
|
2021
Q4 | $313K | Sell |
2,422
-122
| -5% | -$15.8K | 0.01% | 887 |
|
|
2021
Q3 | $445K | Buy |
2,544
+38
| +2% | +$6.65K | 0.01% | 628 |
|
|
2021
Q2 | $405K | Buy |
2,506
+425
| +20% | +$68.7K | 0.01% | 678 |
|
|
2021
Q1 | $278K | Buy |
+2,081
| New | +$278K | 0.01% | 910 |
|