GWM
AVLR

Geneos Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Geneos Wealth Management’s Portfolio AVLR Stock Details AVLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-99
Closed -$14K – 3179
2021
Q1 		$14K Buy
+99
New +$14K ﹤0.01% 2252