IWS
AVLR

Insight Wealth Strategies’s Avalara, Inc. AVLR Stock Holding History

Insight Wealth Strategies’s Portfolio AVLR Stock Details AVLR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,660
Closed -$561K – 203
2019
Q4 		$561K Buy
7,660
+203
+3% +$14.9K 0.12% 115
2019
Q3 		$502K Buy
+7,457
New +$502K 0.12% 115