United Capital Financial Advisors’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $10.9M | Sell |
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|
2022
Q2 | $8.38M | Sell |
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|
2022
Q1 | $11.8M | Sell |
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|
2021
Q4 | $15.4M | Sell |
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|
2021
Q3 | $20.8M | Buy |
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|
2021
Q2 | $19.2M | Sell |
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|
2021
Q1 | $15.9M | Buy |
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|
2020
Q4 | $19.6M | Buy |
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|
2020
Q3 | $15.1M | Buy |
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|
2020
Q2 | $15.8M | Sell |
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|
2020
Q1 | $8.95M | Sell |
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|
2019
Q4 | $9.74M | Hold |
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|
2019
Q3 | $8.95M | Sell |
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|
2019
Q2 | $10.7M | Buy |
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