Berman Capital Advisors’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $14K | Buy |
71
+5
| +8% | +$986 | ﹤0.01% | 1081 |
|
|
2021
Q2 | $13K | Buy |
66
+34
| +106% | +$6.7K | ﹤0.01% | 1045 |
|
|
2021
Q1 | $5K | Sell |
32
-3
| -9% | -$469 | ﹤0.01% | 1255 |
|
|
2020
Q4 | $4K | Buy |
35
+13
| +59% | +$1.49K | ﹤0.01% | 1201 |
|
|
2020
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 1256 |
|
|
2020
Q2 | $2K | Buy |
22
+7
| +47% | +$636 | ﹤0.01% | 1234 |
|
|
2020
Q1 | $1K | Buy |
15
+6
| +67% | +$400 | ﹤0.01% | 1245 |
|
|
2019
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1283 |
|
|
2019
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1299 |
|
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1177 |
|
|
2018
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1133 |
|