BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11
| Closed | -$2.03K | – | 882 |
|
|
2023
Q1 | $2.03K | Hold |
11
| – | – | ﹤0.01% | 829 |
|
|
2022
Q4 | $2.05K | Sell |
11
-7
| -39% | -$1.31K | ﹤0.01% | 795 |
|
|
2022
Q3 | $3K | Sell |
18
-309
| -94% | -$51.5K | ﹤0.01% | 740 |
|
|
2022
Q2 | $53K | Hold |
327
| – | – | 0.01% | 375 |
|
|
2022
Q1 | $57K | Hold |
327
| – | – | 0.01% | 384 |
|
|
2021
Q4 | $71K | Hold |
327
| – | – | 0.01% | 375 |
|
|
2021
Q3 | $68K | Hold |
327
| – | – | 0.01% | 363 |
|
|
2021
Q2 | $69K | Hold |
327
| – | – | 0.01% | 349 |
|
|
2021
Q1 | $60K | Hold |
327
| – | – | 0.01% | 350 |
|
|
2020
Q4 | $51K | Buy |
327
+309
| +1,717% | +$48.2K | 0.01% | 349 |
|
|
2020
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 683 |
|
|
2020
Q2 | $2K | Sell |
18
-3
| -14% | -$333 | ﹤0.01% | 732 |
|
|
2020
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 719 |
|
|
2019
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 697 |
|