Financial Architects (New Jersey)’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,341
| Closed | -$137K | – | 1274 |
|
|
2018
Q2 | $137K | Sell |
1,341
-34
| -2% | -$3.47K | 0.02% | 343 |
|
|
2018
Q1 | $146K | Sell |
1,375
-71
| -5% | -$7.54K | 0.03% | 326 |
|
|
2017
Q4 | $166K | Sell |
1,446
-410
| -22% | -$47.1K | 0.03% | 326 |
|
|
2017
Q3 | $182K | Sell |
1,856
-118
| -6% | -$11.6K | 0.03% | 318 |
|
|
2017
Q2 | $175K | Sell |
1,974
-151
| -7% | -$13.4K | 0.03% | 320 |
|
|
2017
Q1 | $171K | Sell |
2,125
-126
| -6% | -$10.1K | 0.03% | 306 |
|
|
2016
Q4 | $158K | Sell |
2,251
-12
| -0.5% | -$842 | 0.04% | 292 |
|
|
2016
Q3 | $176K | Hold |
2,263
| – | – | 0.05% | 277 |
|
|
2016
Q2 | $169K | Buy |
+2,263
| New | +$169K | 0.05% | 273 |
|
|
2013
Q4 | – | Sell |
-37
| Closed | -$2K | – | 181 |
|
|
2013
Q3 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 682 |
|