Vigilare Wealth Management’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,316
| Closed | -$330K | – | 153 |
|
|
2022
Q1 | $330K | Sell |
3,316
-2,409
| -42% | -$240K | 0.27% | 93 |
|
|
2021
Q4 | $739K | Buy |
5,725
+1,720
| +43% | +$222K | 0.44% | 57 |
|
|
2021
Q3 | $700K | Sell |
4,005
-545
| -12% | -$95.3K | 0.43% | 59 |
|
|
2021
Q2 | $736K | Buy |
4,550
+300
| +7% | +$48.5K | 0.45% | 54 |
|
|
2021
Q1 | $567K | Buy |
4,250
+2,240
| +111% | +$299K | 0.4% | 68 |
|
|
2020
Q4 | $331K | Sell |
2,010
-980
| -33% | -$161K | 0.31% | 78 |
|
|
2020
Q3 | $381K | Buy |
2,990
+50
| +2% | +$6.37K | 0.4% | 60 |
|
|
2020
Q2 | $391K | Sell |
2,940
-1,225
| -29% | -$163K | 0.4% | 56 |
|
|
2020
Q1 | $311K | Buy |
4,165
+1,230
| +42% | +$91.8K | 0.37% | 71 |
|
|
2019
Q4 | $256K | Buy |
+2,935
| New | +$256K | 0.17% | 117 |
|