Buckley 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
Q1 | – | Sell |
-1,200
| Closed | -$217K | – | 102 |
|
|
2022
Q4 | $217K | Sell |
1,200
-55
| -4% | -$9.96K | 0.08% | 102 |
|
|
2022
Q3 | $204K | Sell |
1,255
-998
| -44% | -$162K | 0.08% | 110 |
|
|
2022
Q2 | $365K | Sell |
2,253
-86
| -4% | -$13.9K | 0.12% | 105 |
|
|
2022
Q1 | $407K | Buy |
+2,339
| New | +$407K | 0.11% | 104 |
|
|
2018
Q1 | – | Sell |
-2,728
| Closed | -$313K | – | 160 |
|
|
2017
Q4 | $313K | Buy |
+2,728
| New | +$313K | 0.16% | 130 |
|