Heritage Wealth Management (Arizona)’s Avalara, Inc. AVLR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AVLR Stock Details AVLR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$6K	Sell
2022 Q2	$143K	Buy
2022 Q1	$200K	Buy
2021 Q3	$240K	Sell
2021 Q2	$233K	Buy