Icon Wealth Partners’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-322
| Closed | -$36K | – | 212 |
|
|
2019
Q1 | $36K | Buy |
+322
| New | +$36K | 0.01% | 426 |
|
|
2018
Q3 | – | Sell |
-245
| Closed | -$25K | – | 308 |
|
|
2018
Q2 | $25K | Buy |
+245
| New | +$25K | 0.01% | 535 |
|
|
2018
Q1 | – | Sell |
-257
| Closed | -$30K | – | 294 |
|
|
2017
Q4 | $30K | Buy |
+257
| New | +$30K | 0.01% | 525 |
|