Kalos Management’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,862
| Closed | -$840K | – | 166 |
|
|
2018
Q2 | $840K | Buy |
+7,862
| New | +$840K | 0.38% | 72 |
|
|
2018
Q1 | – | Sell |
-7,254
| Closed | -$833K | – | 131 |
|
|
2017
Q4 | $833K | Buy |
7,254
+1,182
| +19% | +$136K | 0.39% | 67 |
|
|
2017
Q3 | $597K | Buy |
+6,072
| New | +$597K | 0.38% | 79 |
|