PFGIA
AVLR

Patriot Financial Group Insurance Agency’s Avalara, Inc. AVLR Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-55
Closed -$4K – 2110
2022
Q2 		$4K Sell
55
-16
-23% -$1.16K ﹤0.01% 1592
2022
Q1 		$7K Buy
71
+65
+1,083% +$6.41K ﹤0.01% 1525
2021
Q4 		$1K Sell
6
-24
-80% -$4K ﹤0.01% 2111
2021
Q3 		$5K Buy
+30
New +$5K ﹤0.01% 1728