Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,312
| Closed | -$213K | – | 188 |
|
|
2022
Q3 | $213K | Hold |
1,312
| – | – | 0.04% | 164 |
|
|
2022
Q2 | $212K | Buy |
1,312
+46
| +4% | +$7.43K | 0.04% | 107 |
|
|
2022
Q1 | $220K | Buy |
1,266
+317
| +33% | +$55.1K | 0.04% | 110 |
|
|
2021
Q4 | $205K | Buy |
+949
| New | +$205K | 0.04% | 108 |
|
|
2021
Q1 | – | Sell |
-949
| Closed | -$147K | – | 128 |
|
|
2020
Q4 | $147K | Buy |
+949
| New | +$147K | 0.11% | 96 |
|