Symphony Financial’s Avalara, Inc. AVLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,016
Closed -$285K 207
2021
Q1
$285K Buy
2,016
+627
+45% +$88.6K 0.08% 160
2020
Q4
$227K Buy
+1,389
New +$227K 0.08% 146