CreativeOne Wealth’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 |
-2,789
| Closed | -$485K | – | 718 |
|
|
2022
Q1 | $485K | Buy |
2,789
+190
| +7% | +$33K | 0.03% | 437 |
|
|
2021
Q4 | $563K | Buy |
2,599
+356
| +16% | +$77.1K | 0.03% | 424 |
|
|
2021
Q3 | $465K | Buy |
2,243
+135
| +6% | +$28K | 0.03% | 421 |
|
|
2021
Q2 | $443K | Buy |
+2,108
| New | +$443K | 0.03% | 413 |
|