Braun-Bostich & Associates’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 |
-1,511
| Closed | -$263K | – | 65 |
|
|
2022
Q1 | $263K | Buy |
+1,511
| New | +$263K | 0.57% | 58 |
|
|
2021
Q4 | – | Sell |
-2,391
| Closed | -$495K | – | 107 |
|
|
2021
Q3 | $495K | Sell |
2,391
-74
| -3% | -$15.3K | 0.93% | 30 |
|
|
2021
Q2 | $518K | Sell |
2,465
-44
| -2% | -$9.25K | 0.94% | 30 |
|
|
2021
Q1 | $461K | Buy |
2,509
+641
| +34% | +$118K | 0.89% | 30 |
|
|
2020
Q4 | $290K | Buy |
+1,868
| New | +$290K | 0.58% | 42 |
|