Y-Intercept (HK)’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,503
| Closed | -$452K | – | 1015 |
|
|
2021
Q4 | $452K | Buy |
3,503
+2,025
| +137% | +$261K | 0.11% | 278 |
|
|
2021
Q3 | $258K | Buy |
+1,478
| New | +$258K | 0.05% | 515 |
|
|
2021
Q2 | – | Sell |
-4,775
| Closed | -$598K | – | 973 |
|
|
2021
Q1 | $598K | Buy |
4,775
+2,160
| +83% | +$271K | 0.16% | 199 |
|
|
2020
Q4 | $446K | Buy |
+2,615
| New | +$446K | 0.19% | 186 |
|