Plante Moran Financial Advisors’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14
| Closed | -$2K | – | 858 |
|
|
2022
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 794 |
|
|
2022
Q1 | – | Sell |
-29
| Closed | -$6K | – | 811 |
|
|
2021
Q4 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 772 |
|
|
2021
Q3 | – | Sell |
-25
| Closed | -$5K | – | 920 |
|
|
2021
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 773 |
|
|
2021
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 766 |
|
|
2020
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 709 |
|
|
2020
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 738 |
|
|
2020
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 627 |
|
|
2018
Q4 | – | Sell |
-23
| Closed | -$2K | – | 883 |
|
|
2018
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 676 |
|
|
2018
Q1 | – | Sell |
-28
| Closed | -$3K | – | 947 |
|
|
2017
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 744 |
|
|
2017
Q1 | – | Sell |
-19
| Closed | -$1K | – | 878 |
|
|
2016
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 899 |
|
|
2016
Q3 | – | Sell |
-350
| Closed | -$26K | – | 930 |
|
|
2016
Q2 | $26K | Buy |
+350
| New | +$26K | 0.02% | 387 |
|
|
2016
Q1 | – | Sell |
-450
| Closed | -$28K | – | 861 |
|
|
2015
Q4 | $28K | Buy |
+450
| New | +$28K | 0.02% | 389 |
|