Gratus Capital’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
-51,872
Closed -$6.7M 222
2021
Q4
$6.7M Buy
51,872
+2,831
+6% +$366K 0.62% 59
2021
Q3
$8.57M Buy
49,041
+1,610
+3% +$281K 0.92% 46
2021
Q2
$7.67M Buy
+47,431
New +$7.67M 0.85% 49