Atria Wealth Solutions’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 | – | Sell |
-2,082
| Closed | -$455K | – | 1903 |
|
|
2024
Q2 | $455K | Sell |
2,082
-1,325
| -39% | -$290K | 0.01% | 1276 |
|
|
2024
Q1 | $761K | Buy |
3,407
+1,693
| +99% | +$378K | 0.01% | 1035 |
|
|
2023
Q4 | $347K | Buy |
1,714
+66
| +4% | +$13.3K | ﹤0.01% | 1392 |
|
|
2023
Q3 | $301K | Sell |
1,648
-62
| -4% | -$11.3K | ﹤0.01% | 1407 |
|
|
2023
Q2 | $294K | Sell |
1,710
-110
| -6% | -$18.9K | ﹤0.01% | 1455 |
|
|
2023
Q1 | $326K | Sell |
1,820
-2
| -0.1% | -$358 | ﹤0.01% | 1360 |
|
|
2022
Q4 | $330K | Buy |
+1,822
| New | +$330K | 0.01% | 1300 |
|