Lee Financial’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-8
| Closed | -$2K | – | 775 |
|
2021
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 704 |
|
2020
Q3 | – | Sell |
-87
| Closed | -$10K | – | 530 |
|
2020
Q2 | $10K | Hold |
87
| – | – | ﹤0.01% | 367 |
|
2020
Q1 | $9K | Hold |
87
| – | – | ﹤0.01% | 307 |
|
2019
Q4 | $11K | Hold |
87
| – | – | ﹤0.01% | 327 |
|
2019
Q3 | $10K | Hold |
87
| – | – | ﹤0.01% | 336 |
|
2019
Q2 | $10K | Hold |
87
| – | – | ﹤0.01% | 347 |
|
2019
Q1 | $10K | Hold |
87
| – | – | ﹤0.01% | 334 |
|
2018
Q4 | $8K | Hold |
87
| – | – | ﹤0.01% | 309 |
|
2018
Q3 | $9K | Sell |
87
-91
| -51% | -$9.41K | ﹤0.01% | 339 |
|
2018
Q2 | $18K | Hold |
178
| – | – | ﹤0.01% | 362 |
|
2018
Q1 | $19K | Buy |
178
+91
| +105% | +$9.71K | ﹤0.01% | 354 |
|
2017
Q4 | $10K | Buy |
+87
| New | +$10K | ﹤0.01% | 316 |
|