PWM
AVLR

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

Perigon 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
Q1 		– Sell
-120
Closed -$20K – 1075
2020
Q4 		$20K Buy
+120
New +$20K ﹤0.01% 1050