Valmark Advisers’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,073
| Closed | -$397K | – | 442 |
|
|
2021
Q4 | $397K | Sell |
3,073
-1,012
| -25% | -$131K | 0.01% | 307 |
|
|
2021
Q3 | $714K | Buy |
4,085
+96
| +2% | +$16.8K | 0.01% | 235 |
|
|
2021
Q2 | $645K | Buy |
3,989
+156
| +4% | +$25.2K | 0.01% | 248 |
|
|
2021
Q1 | $511K | Sell |
3,833
-461
| -11% | -$61.5K | 0.01% | 267 |
|
|
2020
Q4 | $708K | Buy |
4,294
+619
| +17% | +$102K | 0.01% | 210 |
|
|
2020
Q3 | $468K | Buy |
3,675
+1,067
| +41% | +$136K | 0.01% | 186 |
|
|
2020
Q2 | $347K | Buy |
+2,608
| New | +$347K | 0.01% | 200 |
|