Steward Partners Investment Advisory’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 |
-17
| Closed | -$1K | – | 3485 |
|
|
2022
Q2 | $1K | Sell |
17
-78
| -82% | -$4.59K | ﹤0.01% | 3215 |
|
|
2022
Q1 | $9K | Buy |
95
+79
| +494% | +$7.48K | ﹤0.01% | 2722 |
|
|
2021
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 3060 |
|
|
2021
Q3 | – | Sell |
-15
| Closed | -$2K | – | 3420 |
|
|
2021
Q2 | $2K | Sell |
15
-140
| -90% | -$18.7K | ﹤0.01% | 6912 |
|
|
2021
Q1 | $20.7K | Buy |
155
+97
| +167% | +$12.9K | ﹤0.01% | 2462 |
|
|
2020
Q4 | $10K | Buy |
58
+4
| +7% | +$690 | ﹤0.01% | 2334 |
|
|
2020
Q3 | $7K | Buy |
54
+12
| +29% | +$1.56K | ﹤0.01% | 2287 |
|
|
2020
Q2 | $6K | Buy |
42
+1
| +2% | +$143 | ﹤0.01% | 2241 |
|
|
2020
Q1 | $3K | Buy |
41
+11
| +37% | +$805 | ﹤0.01% | 2249 |
|
|
2019
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 2465 |
|
|
2019
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 2474 |
|