Heritage Wealth Management, LLC Avalara, Inc. Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$71.44 - $95.55 $139,950 - $187,182	-1,959 Reduced 96.55%	70 $6,000
Q2 2022 Aug 15, 2022	BUY	$68.03 - $107.35 $1,020 - $1,610	15 Added 0.74%	2,029 $143,000
Q1 2022 Aug 15, 2022	BUY	$75.84 - $126.71 $48,385 - $80,840	638 Added 46.37%	2,014 $200,000
Q3 2021 Nov 10, 2021	SELL	$146.49 - $189.88 $9,521 - $12,342	-65 Reduced 4.51%	1,376 $240,000
Q2 2021 Aug 11, 2021	BUY	$120.91 - $165.49 $174,231 - $238,471	1,441 New	1,441 $233,000

132K

Ticker AVLR
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 88,557,904
Market Cap $8.28B
Description
Avalara, Inc., together with its subsidiaries, provides cloud-based solutions for transaction tax compliance worldwide. The company offers a suite of compliance solutions that enable businesses to address the complexity of transaction tax compliance; process transactions in real time; produce detailed records of transaction tax determinations; a...

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