Focus Financial Network’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,255
| Closed | -$254K | – | 636 |
|
2023
Q4 | $254K | Buy |
+1,255
| New | +$254K | 0.01% | 623 |
|
2022
Q1 | – | Sell |
-1,275
| Closed | -$276K | – | 513 |
|
2021
Q4 | $276K | Buy |
1,275
+24
| +2% | +$5.2K | 0.04% | 297 |
|
2021
Q3 | $259K | Hold |
1,251
| – | – | 0.03% | 362 |
|
2021
Q2 | $263K | Buy |
1,251
+147
| +13% | +$30.9K | 0.04% | 355 |
|
2021
Q1 | $203K | Buy |
+1,104
| New | +$203K | 0.02% | 386 |
|