Claraphi Advisory Network’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,458
| Closed | -$149K | – | 355 |
|
|
2020
Q1 | $149K | Buy |
+1,458
| New | +$149K | 0.07% | 247 |
|
|
2019
Q2 | – | Sell |
-1,850
| Closed | -$209K | – | 242 |
|
|
2019
Q1 | $209K | Buy |
+1,850
| New | +$209K | 0.13% | 202 |
|
|
2018
Q4 | – | Sell |
-2,513
| Closed | -$273K | – | 213 |
|
|
2018
Q3 | $273K | Sell |
2,513
-639
| -20% | -$69.4K | 0.15% | 188 |
|
|
2018
Q2 | $321K | Sell |
3,152
-871
| -22% | -$88.7K | 0.21% | 142 |
|
|
2018
Q1 | $427K | Buy |
4,023
+356
| +10% | +$37.8K | 0.3% | 96 |
|
|
2017
Q4 | $421K | Buy |
+3,667
| New | +$421K | 0.33% | 91 |
|