Sandbox Financial Partners’s Avalara, Inc. AVLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,704
Closed -$298K 117
2021
Q3
$298K Buy
1,704
+15
+0.9% +$2.62K 0.21% 65
2021
Q2
$273K Buy
1,689
+113
+7% +$18.3K 0.2% 69
2021
Q1
$223K Sell
1,576
-185
-11% -$26.2K 0.18% 68
2020
Q4
$290K Buy
+1,761
New +$290K 0.26% 52