Wellington Shields Capital 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
Q4 | – | Sell |
-3,250
| Closed | -$298K | – | 326 |
|
|
2022
Q3 | $298K | Sell |
3,250
-945
| -23% | -$86.6K | 0.07% | 187 |
|
|
2022
Q2 | $296K | Sell |
4,195
-20,050
| -83% | -$1.41M | 0.04% | 195 |
|
|
2022
Q1 | $445K | Buy |
24,245
+20,275
| +511% | +$372K | 0.05% | 185 |
|
|
2021
Q4 | $513K | Buy |
+3,970
| New | +$513K | 0.07% | 205 |
|
|
2021
Q3 | – | Sell |
-4,265
| Closed | -$690K | – | 301 |
|
|
2021
Q2 | $690K | Sell |
4,265
-138,419
| -97% | -$22.4M | 0.08% | 177 |
|
|
2021
Q1 | $19M | Buy |
142,684
+139,684
| +4,656% | +$18.6M | 1.81% | 8 |
|
|
2020
Q4 | $495K | Buy |
+3,000
| New | +$495K | 0.07% | 174 |
|