Herold Advisors’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,280
| Closed | -$1.32M | – | 231 |
|
|
2022
Q4 | $1.32M | Sell |
7,280
-1,999
| -22% | -$362K | 0.56% | 57 |
|
|
2022
Q3 | $1.51M | Buy |
9,279
+1,292
| +16% | +$210K | 0.73% | 45 |
|
|
2022
Q2 | $1.29M | Buy |
7,987
+737
| +10% | +$119K | 0.58% | 57 |
|
|
2022
Q1 | $1.26M | Buy |
+7,250
| New | +$1.26M | 0.45% | 72 |
|