UMB Bank’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
-1,700
Closed -$156K 1879
2022
Q3
$156K Hold
1,700
﹤0.01% 642
2022
Q2
$120K Hold
1,700
﹤0.01% 721
2022
Q1
$169K Buy
1,700
+592
+53% +$58.9K ﹤0.01% 679
2021
Q4
$143K Buy
+1,108
New +$143K ﹤0.01% 734