CWS
AVLR

Confluence Wealth Services’s Avalara, Inc. AVLR Stock Holding History

Confluence Wealth Services’s Portfolio AVLR Stock Details AVLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-169
Closed -$21K – 1279
2021
Q4 		$21K Buy
+169
New +$21K 0.01% 721