JNBA Financial 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
Q4 | – | Sell |
-13
| Closed | -$2.38K | – | 715 |
|
2023
Q3 | $2.38K | Hold |
13
| – | – | ﹤0.01% | 612 |
|
2023
Q2 | $2.23K | Hold |
13
| – | – | ﹤0.01% | 608 |
|
2023
Q1 | $2.33K | Hold |
13
| – | – | ﹤0.01% | 608 |
|
2022
Q4 | $2.35K | Hold |
13
| – | – | ﹤0.01% | 576 |
|
2022
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 594 |
|
2022
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 631 |
|
2022
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 617 |
|
2021
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 668 |
|
2021
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 630 |
|
2021
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 582 |
|
2021
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 588 |
|
2020
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 546 |
|
2020
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 510 |
|
2020
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 533 |
|
2020
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 527 |
|
2019
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 548 |
|
2018
Q4 | – | Sell |
-2,736
| Closed | -$296K | – | 537 |
|
2018
Q3 | $296K | Buy |
+2,736
| New | +$296K | 0.13% | 100 |
|
2016
Q4 | – | Sell |
-44
| Closed | -$3K | – | 552 |
|
2016
Q3 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 1339 |
|