First Trust Direct Indexing’s Avery Dennison AVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$317K Sell
2024
Q2
$328K Buy
2024
Q1
$300K Buy
2023
Q4
$242K Buy
2023
Q3
$208K Buy
2022
Q1
Sell
2021
Q4
$246K Buy