Barber Financial Group’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,438
| Closed | -$250K | – | 145 |
|
|
2022
Q1 | $250K | Sell |
1,438
-66
| -4% | -$11.5K | 0.03% | 128 |
|
|
2021
Q4 | $326K | Buy |
1,504
+138
| +10% | +$29.9K | 0.04% | 124 |
|
|
2021
Q3 | $283K | Buy |
1,366
+221
| +19% | +$45.8K | 0.04% | 130 |
|
|
2021
Q2 | $241K | Buy |
1,145
+23
| +2% | +$4.84K | 0.03% | 138 |
|
|
2021
Q1 | $206K | Buy |
+1,122
| New | +$206K | 0.03% | 138 |
|