Personal CFO Solutions’s Avalara, Inc. AVLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,446
Closed -$253K 527
2021
Q3
$253K Buy
1,446
+57
+4% +$9.97K 0.05% 354
2021
Q2
$225K Buy
+1,389
New +$225K 0.05% 381