Mascoma Wealth Management’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18
| Closed | -$3.64K | – | 454 |
|
|
2023
Q4 | $3.64K | Sell |
18
-39
| -68% | -$7.89K | ﹤0.01% | 418 |
|
|
2023
Q3 | $10.4K | Buy |
57
+39
| +217% | +$7.12K | ﹤0.01% | 325 |
|
|
2023
Q2 | $3.32K | Hold |
18
| – | – | ﹤0.01% | 425 |
|
|
2023
Q1 | $3.14K | Hold |
18
| – | – | ﹤0.01% | 524 |
|
|
2022
Q4 | $3.26K | Sell |
18
-244
| -93% | -$44.2K | ﹤0.01% | 537 |
|
|
2022
Q3 | $43K | Sell |
262
-60
| -19% | -$9.85K | 0.01% | 242 |
|
|
2022
Q2 | $52K | Sell |
322
-24
| -7% | -$3.88K | 0.02% | 234 |
|
|
2022
Q1 | $60K | Buy |
346
+130
| +60% | +$22.5K | 0.02% | 238 |
|
|
2021
Q4 | $47K | Buy |
+216
| New | +$47K | 0.02% | 226 |
|