Squar Milner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,257
| Closed | -$300K | – | 209 |
|
|
2020
Q2 | $300K | Buy |
2,257
+482
| +27% | +$64.1K | 0.17% | 151 |
|
|
2020
Q1 | $132K | Buy |
1,775
+288
| +19% | +$21.4K | 0.08% | 216 |
|
|
2019
Q4 | $108K | Sell |
1,487
-928
| -38% | -$67.4K | 0.05% | 310 |
|
|
2019
Q3 | $308K | Buy |
2,415
+2,384
| +7,690% | +$304K | 0.16% | 155 |
|
|
2019
Q2 | $2K | Sell |
31
-64
| -67% | -$4.13K | ﹤0.01% | 759 |
|
|
2019
Q1 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 674 |
|