BAM
Barrett Asset Management’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-318
| Closed | -$69K | – | 242 |
|
|
2021
Q4 | $69K | Buy |
318
+13
| +4% | +$2.82K | ﹤0.01% | 351 |
|
|
2021
Q3 | $63K | Hold |
305
| – | – | ﹤0.01% | 291 |
|
|
2021
Q2 | $64K | Hold |
305
| – | – | ﹤0.01% | 285 |
|
|
2021
Q1 | $56K | Buy |
+305
| New | +$56K | ﹤0.01% | 287 |
|