Moisand Fitzgerald Tamayo’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-5
| Closed | -$914 | – | 660 |
|
2023
Q3 | $914 | Hold |
5
| – | – | ﹤0.01% | 676 |
|
2023
Q2 | $859 | Hold |
5
| – | – | ﹤0.01% | 675 |
|
2023
Q1 | $895 | Hold |
5
| – | – | ﹤0.01% | 711 |
|
2022
Q4 | $905 | Buy |
+5
| New | +$905 | ﹤0.01% | 683 |
|
2021
Q4 | – | Sell |
-550
| Closed | -$114K | – | 380 |
|
2021
Q3 | $114K | Sell |
550
-10
| -2% | -$2.07K | 0.04% | 105 |
|
2021
Q2 | $118K | Buy |
+560
| New | +$118K | 0.04% | 103 |
|