Symmetry Partners’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,403
| Closed | -$439K | – | 613 |
|
|
2021
Q4 | $439K | Sell |
3,403
-2,115
| -38% | -$273K | 0.03% | 432 |
|
|
2021
Q3 | $928K | Buy |
5,518
+100
| +2% | +$16.8K | 0.06% | 240 |
|
|
2021
Q2 | $877K | Hold |
5,418
| – | – | 0.06% | 259 |
|
|
2021
Q1 | $723K | Hold |
5,418
| – | – | 0.05% | 282 |
|
|
2020
Q4 | $893K | Hold |
5,418
| – | – | 0.07% | 206 |
|
|
2020
Q3 | $690K | Buy |
5,418
+325
| +6% | +$41.4K | 0.06% | 235 |
|
|
2020
Q2 | $678K | Sell |
5,093
-1,365
| -21% | -$182K | 0.08% | 102 |
|
|
2020
Q1 | $482K | Buy |
6,458
+601
| +10% | +$44.9K | 0.11% | 106 |
|
|
2019
Q4 | $429K | Buy |
5,857
+384
| +7% | +$28.1K | 0.09% | 192 |
|
|
2019
Q3 | $368K | Buy |
+5,473
| New | +$368K | 0.08% | 218 |
|