CAAS
AVLR

Capital Asset Advisory Services’s Avalara, Inc. AVLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,699
Closed -$219K 645
2021
Q4
$219K Buy
1,699
+55
+3% +$7.09K 0.02% 377
2021
Q3
$287K Buy
1,644
+48
+3% +$8.38K 0.03% 350
2021
Q2
$258K Buy
+1,596
New +$258K 0.03% 386