Wolff Wiese Magana’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 |
-716
| Closed | -$66K | – | 1007 |
|
|
2022
Q3 | $66K | Hold |
716
| – | – | 0.05% | 203 |
|
|
2022
Q2 | $51K | Sell |
716
-3,701
| -84% | -$264K | 0.04% | 252 |
|
|
2022
Q1 | $440K | Buy |
4,417
+340
| +8% | +$33.9K | 0.29% | 73 |
|
|
2021
Q4 | $527K | Buy |
4,077
+333
| +9% | +$43K | 0.34% | 70 |
|
|
2021
Q3 | $655K | Buy |
3,744
+157
| +4% | +$27.5K | 0.46% | 57 |
|
|
2021
Q2 | $580K | Buy |
3,587
+167
| +5% | +$27K | 0.41% | 62 |
|
|
2021
Q1 | $457K | Buy |
3,420
+175
| +5% | +$23.4K | 0.36% | 65 |
|
|
2020
Q4 | $535K | Buy |
+3,245
| New | +$535K | 0.45% | 60 |
|