Westwood Management Corporation’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-92,250
| Closed | -$6.51M | – | 77 |
|
|
2022
Q2 | $6.51M | Sell |
92,250
-5,000
| -5% | -$353K | 0.82% | 19 |
|
|
2022
Q1 | $9.68M | Sell |
97,250
-18,600
| -16% | -$1.85M | 0.92% | 18 |
|
|
2021
Q4 | $15M | Sell |
115,850
-3,700
| -3% | -$478K | 1.14% | 19 |
|
|
2021
Q3 | $20.9M | Hold |
119,550
| – | – | 1.71% | 17 |
|
|
2021
Q2 | $19.3M | Buy |
119,550
+1,050
| +0.9% | +$170K | 1.56% | 17 |
|
|
2021
Q1 | $15.8M | Buy |
118,500
+900
| +0.8% | +$120K | 1.4% | 19 |
|
|
2020
Q4 | $19.4M | Buy |
117,600
+59,750
| +103% | +$9.85M | 1.63% | 19 |
|
|
2020
Q3 | $7.37M | Sell |
57,850
-2,000
| -3% | -$255K | 0.67% | 22 |
|
|
2020
Q2 | $7.97M | Buy |
59,850
+41,100
| +219% | +$5.47M | 0.82% | 22 |
|
|
2020
Q1 | $1.4M | Buy |
+18,750
| New | +$1.4M | 0.19% | 26 |
|