TA
AVLR
Tiedemann Advisors’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,962
| Closed | -$1.28M | – | 254 |
|
|
2022
Q3 | $1.28M | Hold |
13,962
| – | – | 0.08% | 95 |
|
|
2022
Q2 | $986K | Hold |
13,962
| – | – | 0.07% | 116 |
|
|
2022
Q1 | $1.39M | Hold |
13,962
| – | – | 0.07% | 122 |
|
|
2021
Q4 | $1.8M | Hold |
13,962
| – | – | 0.09% | 95 |
|
|
2021
Q3 | $2.44M | Sell |
13,962
-138
| -1% | -$24.1K | 0.13% | 75 |
|
|
2021
Q2 | $2.28M | Sell |
14,100
-41
| -0.3% | -$6.63K | 0.09% | 100 |
|
|
2021
Q1 | $1.89M | Buy |
14,141
+179
| +1% | +$23.9K | 0.08% | 107 |
|
|
2020
Q4 | $2.3M | Hold |
13,962
| – | – | 0.11% | 94 |
|
|
2020
Q3 | $1.78M | Hold |
13,962
| – | – | 0.09% | 136 |
|
|
2020
Q2 | $1.86M | Sell |
13,962
-208
| -1% | -$27.7K | 0.1% | 115 |
|
|
2020
Q1 | $1.06M | Sell |
14,170
-57
| -0.4% | -$4.25K | 0.07% | 148 |
|
|
2019
Q4 | $1.04M | Buy |
14,227
+84
| +0.6% | +$6.15K | 0.05% | 158 |
|
|
2019
Q3 | $952K | Buy |
+14,143
| New | +$952K | 0.05% | 175 |
|