United Capital Financial Advisors’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 |
-118,710
| Closed | -$10.9M | – | 1129 |
|
|
2022
Q3 | $10.9M | Sell |
118,710
-45
| -0% | -$4.13K | 0.06% | 229 |
|
|
2022
Q2 | $8.38M | Sell |
118,755
-203
| -0.2% | -$14.3K | 0.05% | 277 |
|
|
2022
Q1 | $11.8M | Sell |
118,958
-44
| -0% | -$4.38K | 0.06% | 255 |
|
|
2021
Q4 | $15.4M | Sell |
119,002
-5
| -0% | -$646 | 0.07% | 232 |
|
|
2021
Q3 | $20.8M | Buy |
119,007
+222
| +0.2% | +$38.8K | 0.1% | 186 |
|
|
2021
Q2 | $19.2M | Sell |
118,785
-256
| -0.2% | -$41.4K | 0.1% | 194 |
|
|
2021
Q1 | $15.9M | Buy |
119,041
+4
| +0% | +$534 | 0.09% | 212 |
|
|
2020
Q4 | $19.6M | Buy |
119,037
+122
| +0.1% | +$20.1K | 0.12% | 177 |
|
|
2020
Q3 | $15.1M | Buy |
118,915
+1
| +0% | +$127 | 0.1% | 199 |
|
|
2020
Q2 | $15.8M | Sell |
118,914
-1,000
| -0.8% | -$133K | 0.12% | 191 |
|
|
2020
Q1 | $8.95M | Sell |
119,914
-13,100
| -10% | -$977K | 0.07% | 252 |
|
|
2019
Q4 | $9.74M | Hold |
133,014
| – | – | 0.06% | 315 |
|
|
2019
Q3 | $8.95M | Sell |
133,014
-14,778
| -10% | -$994K | 0.06% | 307 |
|
|
2019
Q2 | $10.7M | Buy |
+147,792
| New | +$10.7M | 0.07% | 286 |
|