Vestmark Advisory Solutions’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 |
-2,306
| Closed | -$212K | – | 890 |
|
|
2022
Q3 | $212K | Sell |
2,306
-6,267
| -73% | -$576K | 0.01% | 768 |
|
|
2022
Q2 | $605K | Sell |
8,573
-498
| -5% | -$35.1K | 0.03% | 501 |
|
|
2022
Q1 | $903K | Buy |
9,071
+2,805
| +45% | +$279K | 0.05% | 380 |
|
|
2021
Q4 | $809K | Sell |
6,266
-83
| -1% | -$10.7K | 0.05% | 410 |
|
|
2021
Q3 | $1.11M | Sell |
6,349
-276
| -4% | -$48.3K | 0.08% | 315 |
|
|
2021
Q2 | $1.07M | Buy |
6,625
+4,265
| +181% | +$690K | 0.08% | 309 |
|
|
2021
Q1 | $315K | Sell |
2,360
-78
| -3% | -$10.4K | 0.03% | 579 |
|
|
2020
Q4 | $402K | Buy |
2,438
+115
| +5% | +$19K | 0.05% | 408 |
|
|
2020
Q3 | $296K | Buy |
2,323
+100
| +4% | +$12.7K | 0.04% | 429 |
|
|
2020
Q2 | $296K | Buy |
+2,223
| New | +$296K | 0.05% | 406 |
|