WP
AVLR
WealthShield Partners’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,999
| Closed | -$258K | – | 379 |
|
|
2021
Q4 | $258K | Sell |
1,999
-215
| -10% | -$27.7K | 0.04% | 249 |
|
|
2021
Q3 | $387K | Buy |
2,214
+540
| +32% | +$94.4K | 0.1% | 168 |
|
|
2021
Q2 | $245K | Buy |
1,674
+1,274
| +319% | +$186K | 0.04% | 235 |
|
|
2021
Q1 | $53K | Buy |
+400
| New | +$53K | 0.01% | 449 |
|