Red Door 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
Q2 | – | Sell |
-928
| Closed | -$207K | – | 199 |
|
|
2024
Q1 | $207K | Buy |
+928
| New | +$207K | 0.04% | 184 |
|
|
2022
Q1 | – | Sell |
-998
| Closed | -$216K | – | 141 |
|
|
2021
Q4 | $216K | Buy |
+998
| New | +$216K | 0.07% | 151 |
|
|
2021
Q3 | – | Sell |
-925
| Closed | -$194K | – | 187 |
|
|
2021
Q2 | $194K | Buy |
+925
| New | +$194K | 0.08% | 148 |
|
|
2020
Q3 | – | Sell |
-900
| Closed | -$102K | – | 126 |
|
|
2020
Q2 | $102K | Hold |
900
| – | – | 0.07% | 142 |
|
|
2020
Q1 | $91K | Buy |
+900
| New | +$91K | 0.09% | 126 |
|