VWM
AVLR

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

Venturi 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
-1,277
Closed -$211K – 340
2020
Q4 		$211K Buy
+1,277
New +$211K 0.02% 285