Aspire Wealth Management’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $212K | Hold |
960
| – | – | 0.11% | 93 |
|
|
2024
Q2 | $210K | Hold |
960
| – | – | 0.12% | 94 |
|
|
2024
Q1 | $214K | Buy |
+960
| New | +$214K | 0.13% | 94 |
|
|
2022
Q2 | – | Sell |
-1,824
| Closed | -$317K | – | 174 |
|
|
2022
Q1 | $317K | Hold |
1,824
| – | – | 0.25% | 67 |
|
|
2021
Q4 | $395K | Buy |
+1,824
| New | +$395K | 0.32% | 53 |
|