LWAM
Legacy Wealth Asset Management’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,479
| Closed | -$327K | – | 350 |
|
|
2024
Q3 | $327K | Buy |
1,479
+64
| +5% | +$14.1K | 0.09% | 293 |
|
|
2024
Q2 | $309K | Buy |
1,415
+25
| +2% | +$5.47K | 0.09% | 293 |
|
|
2024
Q1 | $310K | Buy |
1,390
+3
| +0.2% | +$670 | 0.09% | 295 |
|
|
2023
Q4 | $280K | Sell |
1,387
-5
| -0.4% | -$1.01K | 0.09% | 300 |
|
|
2023
Q3 | $254K | Sell |
1,392
-35
| -2% | -$6.39K | 0.09% | 296 |
|
|
2023
Q2 | $245K | Buy |
1,427
+36
| +3% | +$6.19K | 0.09% | 314 |
|
|
2023
Q1 | $249K | Buy |
1,391
+1
| +0.1% | +$179 | 0.09% | 305 |
|
|
2022
Q4 | $252K | Buy |
+1,390
| New | +$252K | 0.1% | 303 |
|