Apriem Advisors’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-10,000
| Closed | -$513K | – | 529 |
|
|
2014
Q2 | $513K | Hold |
10,000
| – | – | 0.2% | 80 |
|
|
2014
Q1 | $507K | Hold |
10,000
| – | – | 0.19% | 83 |
|
|
2013
Q4 | $502K | Hold |
10,000
| – | – | 0.2% | 78 |
|
|
2013
Q3 | $435K | Hold |
10,000
| – | – | 0.19% | 78 |
|
|
2013
Q2 | $428K | Buy |
+10,000
| New | +$428K | 0.21% | 75 |
|