Venture Visionary Partners’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,500
| Closed | -$106K | – | 1672 |
|
2022
Q2 | $106K | Buy |
+1,500
| New | +$106K | 0.01% | 588 |
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$262K | – | 542 |
|
2021
Q3 | $262K | Hold |
1,500
| – | – | 0.02% | 429 |
|
2021
Q2 | $242K | Hold |
1,500
| – | – | 0.02% | 433 |
|
2021
Q1 | $200K | Hold |
1,500
| – | – | 0.02% | 449 |
|
2020
Q4 | $247K | Buy |
+1,500
| New | +$247K | 0.03% | 345 |
|