LWM
Lyons Wealth Management’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-10,692
| Closed | -$800K | – | 48 |
|
|
2016
Q2 | $800K | Sell |
10,692
-1,960
| -15% | -$147K | 1.21% | 19 |
|
|
2016
Q1 | $913K | Sell |
12,652
-1,936
| -13% | -$140K | 1.31% | 16 |
|
|
2015
Q4 | $918K | Buy |
14,588
+309
| +2% | +$19.4K | 1.17% | 19 |
|
|
2015
Q3 | $808K | Buy |
+14,279
| New | +$808K | 1.04% | 24 |
|