Tocqueville Asset Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,350
| Closed | -$731K | – | 722 |
|
|
2022
Q1 | $731K | Hold |
7,350
| – | – | 0.01% | 473 |
|
|
2021
Q4 | $949K | Sell |
7,350
-250
| -3% | -$32.3K | 0.01% | 468 |
|
|
2021
Q3 | $1.33M | Buy |
7,600
+2,150
| +39% | +$376K | 0.02% | 414 |
|
|
2021
Q2 | $882K | Buy |
5,450
+150
| +3% | +$24.3K | 0.01% | 465 |
|
|
2021
Q1 | $707K | Buy |
5,300
+100
| +2% | +$13.3K | 0.01% | 494 |
|
|
2020
Q4 | $857K | Hold |
5,200
| – | – | 0.01% | 460 |
|
|
2020
Q3 | $662K | Hold |
5,200
| – | – | 0.01% | 452 |
|
|
2020
Q2 | $692K | Hold |
5,200
| – | – | 0.01% | 436 |
|
|
2020
Q1 | $388K | Buy |
+5,200
| New | +$388K | 0.01% | 495 |
|