TWA
AVLR
TCI Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-93
| Closed | -$7K | – | 2709 |
|
|
2022
Q2 | $7K | Hold |
93
| – | – | ﹤0.01% | 1308 |
|
|
2022
Q1 | $9K | Hold |
93
| – | – | ﹤0.01% | 1214 |
|
|
2021
Q4 | $12K | Buy |
93
+1
| +1% | +$129 | ﹤0.01% | 1067 |
|
|
2021
Q3 | $16K | Hold |
92
| – | – | ﹤0.01% | 789 |
|
|
2021
Q2 | $15K | Sell |
92
-94
| -51% | -$15.3K | ﹤0.01% | 718 |
|
|
2021
Q1 | $25K | Buy |
186
+89
| +92% | +$12K | 0.01% | 502 |
|
|
2020
Q4 | $16K | Hold |
97
| – | – | 0.01% | 525 |
|
|
2020
Q3 | $12K | Buy |
97
+48
| +98% | +$5.94K | ﹤0.01% | 536 |
|
|
2020
Q2 | $7K | Buy |
+49
| New | +$7K | ﹤0.01% | 664 |
|
|
2020
Q1 | – | Sell |
-87
| Closed | -$6K | – | 1821 |
|
|
2019
Q4 | $6K | Sell |
87
-147
| -63% | -$10.1K | ﹤0.01% | 828 |
|
|
2019
Q3 | $16K | Buy |
+234
| New | +$16K | 0.01% | 532 |
|