Sigma Planning Corp’s Avalara, Inc. AVLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,625
Closed -$433K 1391
2020
Q4
$433K Buy
+2,625
New +$433K 0.01% 743
2019
Q4
Sell
-64,831
Closed -$4.36M 1108
2019
Q3
$4.36M Buy
+64,831
New +$4.36M 0.21% 108