B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,174
| Closed | -$415K | – | 523 |
|
|
2019
Q4 | $415K | Buy |
3,174
+20
| +0.6% | +$2.62K | 0.06% | 236 |
|
|
2019
Q3 | $358K | Sell |
3,154
-45
| -1% | -$5.11K | 0.06% | 253 |
|
|
2019
Q2 | $370 | Sell |
3,199
-1,000
| -24% | -$116 | 0.06% | 251 |
|
|
2019
Q1 | $474K | Hold |
4,199
| – | – | 0.08% | 211 |
|
|
2018
Q4 | $377K | Buy |
4,199
+57
| +1% | +$5.12K | 0.08% | 211 |
|
|
2018
Q3 | $449K | Buy |
+4,142
| New | +$449K | 0.11% | 157 |
|