SMDAM
AVLR
Sumitomo Mitsui DS Asset Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,841
| Closed | -$444K | – | 785 |
|
|
2022
Q3 | $444K | Buy |
4,841
+60
| +1% | +$5.5K | 0.01% | 647 |
|
|
2022
Q2 | $338K | Buy |
4,781
+13
| +0.3% | +$919 | 0.01% | 694 |
|
|
2022
Q1 | $474K | Sell |
4,768
-36
| -0.7% | -$3.58K | 0.01% | 670 |
|
|
2021
Q4 | $620K | Sell |
4,804
-2
| -0% | -$258 | 0.01% | 636 |
|
|
2021
Q3 | $839K | Sell |
4,806
-28
| -0.6% | -$4.89K | 0.02% | 548 |
|
|
2021
Q2 | $782K | Sell |
4,834
-9
| -0.2% | -$1.46K | 0.02% | 571 |
|
|
2021
Q1 | $646K | Sell |
4,843
-14
| -0.3% | -$1.87K | 0.02% | 588 |
|
|
2020
Q4 | $800K | Buy |
4,857
+20
| +0.4% | +$3.29K | 0.02% | 520 |
|
|
2020
Q3 | $615K | Buy |
4,837
+1,027
| +27% | +$131K | 0.02% | 536 |
|
|
2020
Q2 | $507K | Buy |
+3,810
| New | +$507K | 0.02% | 560 |
|