Winton Group’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-3,442
| Closed | -$602K | – | 1513 |
|
2021
Q3 | $602K | Sell |
3,442
-1,197
| -26% | -$209K | 0.03% | 766 |
|
2021
Q2 | $751K | Buy |
4,639
+2,501
| +117% | +$405K | 0.04% | 689 |
|
2021
Q1 | $285K | Sell |
2,138
-132
| -6% | -$17.6K | 0.02% | 1163 |
|
2020
Q4 | $374K | Sell |
2,270
-2,442
| -52% | -$402K | 0.03% | 941 |
|
2020
Q3 | $600K | Sell |
4,712
-22,367
| -83% | -$2.85M | 0.02% | 1042 |
|
2020
Q2 | $3.6M | Buy |
+27,079
| New | +$3.6M | 0.09% | 367 |
|