Stephens Inc’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,326
| Closed | -$800K | – | 1272 |
|
|
2022
Q2 | $800K | Buy |
11,326
+1,815
| +19% | +$128K | 0.02% | 580 |
|
|
2022
Q1 | $946K | Buy |
9,511
+814
| +9% | +$81K | 0.02% | 613 |
|
|
2021
Q4 | $1.12M | Buy |
8,697
+407
| +5% | +$52.6K | 0.02% | 598 |
|
|
2021
Q3 | $1.45M | Sell |
8,290
-2,291
| -22% | -$400K | 0.02% | 537 |
|
|
2021
Q2 | $1.71M | Buy |
10,581
+645
| +6% | +$104K | 0.03% | 512 |
|
|
2021
Q1 | $1.33M | Buy |
9,936
+1,493
| +18% | +$199K | 0.02% | 549 |
|
|
2020
Q4 | $1.39M | Buy |
8,443
+1,078
| +15% | +$178K | 0.03% | 511 |
|
|
2020
Q3 | $938K | Sell |
7,365
-1,652
| -18% | -$210K | 0.02% | 568 |
|
|
2020
Q2 | $1.2M | Sell |
9,017
-4,963
| -36% | -$660K | 0.03% | 474 |
|
|
2020
Q1 | $1.04M | Buy |
13,980
+4,632
| +50% | +$346K | 0.03% | 459 |
|
|
2019
Q4 | $685K | Buy |
+9,348
| New | +$685K | 0.01% | 647 |
|