Regal Investment Advisors’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,891
| Closed | -$417K | – | 470 |
|
|
2024
Q3 | $417K | Buy |
1,891
+28
| +2% | +$6.18K | 0.03% | 383 |
|
|
2024
Q2 | $407K | Hold |
1,863
| – | – | 0.03% | 396 |
|
|
2024
Q1 | $416K | Sell |
1,863
-273
| -13% | -$60.9K | 0.03% | 392 |
|
|
2023
Q4 | $432K | Hold |
2,136
| – | – | 0.03% | 357 |
|
|
2023
Q3 | $390K | Hold |
2,136
| – | – | 0.03% | 338 |
|
|
2023
Q2 | $367K | Buy |
+2,136
| New | +$367K | 0.03% | 352 |
|