Zeke Capital Advisors’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 |
-4,687
| Closed | -$331K | – | 503 |
|
|
2022
Q2 | $331K | Buy |
4,687
+647
| +16% | +$45.7K | 0.02% | 296 |
|
|
2022
Q1 | $402K | Buy |
4,040
+1,788
| +79% | +$178K | 0.02% | 282 |
|
|
2021
Q4 | $291K | Buy |
2,252
+277
| +14% | +$35.8K | 0.02% | 232 |
|
|
2021
Q3 | $345K | Hold |
1,975
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $320K | Buy |
+1,975
| New | +$320K | 0.02% | 204 |
|
|
2021
Q1 | – | Sell |
-1,285
| Closed | -$212K | – | 337 |
|
|
2020
Q4 | $212K | Buy |
+1,285
| New | +$212K | 0.02% | 257 |
|