Ten Capital Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,250
| Closed | -$115K | – | 683 |
|
|
2022
Q3 | $115K | Hold |
1,250
| – | – | 0.05% | 113 |
|
|
2022
Q2 | $88K | Buy |
1,250
+250
| +25% | +$17.6K | 0.04% | 123 |
|
|
2022
Q1 | $100K | Buy |
1,000
+500
| +100% | +$50K | 0.04% | 115 |
|
|
2021
Q4 | $65K | Hold |
500
| – | – | 0.03% | 114 |
|
|
2021
Q3 | $87K | Buy |
+500
| New | +$87K | 0.04% | 101 |
|