MWPCG
Measured Wealth Private Client Group’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,032
| Closed | -$224K | – | 175 |
|
|
2021
Q4 | $224K | Sell |
1,032
-493
| -32% | -$107K | 0.08% | 150 |
|
|
2021
Q3 | $316K | Sell |
1,525
-357
| -19% | -$74K | 0.12% | 114 |
|
|
2021
Q2 | $396K | Buy |
1,882
+430
| +30% | +$90.5K | 0.13% | 106 |
|
|
2021
Q1 | $267K | Buy |
+1,452
| New | +$267K | 0.09% | 127 |
|
|
2018
Q4 | – | Sell |
-545
| Closed | -$59K | – | 147 |
|
|
2018
Q3 | $59K | Buy |
+545
| New | +$59K | 0.04% | 311 |
|