TPWM
AVLR
Twelve Points Wealth Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,208
| Closed | -$294K | – | 169 |
|
|
2022
Q3 | $294K | Sell |
3,208
-336
| -9% | -$30.8K | 0.23% | 134 |
|
|
2022
Q2 | $250K | Sell |
3,544
-17
| -0.5% | -$1.2K | 0.19% | 146 |
|
|
2022
Q1 | $354K | Sell |
3,561
-412
| -10% | -$41K | 0.26% | 124 |
|
|
2021
Q4 | $513K | Buy |
+3,973
| New | +$513K | 0.42% | 82 |
|