Vontobel Holding’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 |
-2,769
| Closed | -$255K | – | 1153 |
|
|
2022
Q3 | $255K | Sell |
2,769
-3,514
| -56% | -$324K | ﹤0.01% | 892 |
|
|
2022
Q2 | $461K | Sell |
6,283
-6,555
| -51% | -$481K | 0.01% | 745 |
|
|
2022
Q1 | $1.29M | Buy |
12,838
+926
| +8% | +$92.9K | 0.01% | 546 |
|
|
2021
Q4 | $1.59M | Sell |
11,912
-10,903
| -48% | -$1.45M | 0.01% | 512 |
|
|
2021
Q3 | $3.99M | Buy |
22,815
+7,899
| +53% | +$1.38M | 0.04% | 306 |
|
|
2021
Q2 | $2.45M | Buy |
14,916
+588
| +4% | +$96.5K | 0.02% | 399 |
|
|
2021
Q1 | $1.91M | Sell |
14,328
-2,769
| -16% | -$369K | 0.01% | 408 |
|
|
2020
Q4 | $3.02M | Buy |
+17,097
| New | +$3.02M | 0.02% | 313 |
|