Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-85
| Closed | -$10K | – | 944 |
|
|
2019
Q1 | $10K | Hold |
85
| – | – | ﹤0.01% | 677 |
|
|
2018
Q4 | $8K | Hold |
85
| – | – | ﹤0.01% | 674 |
|
|
2018
Q3 | $9K | Hold |
85
| – | – | ﹤0.01% | 720 |
|
|
2018
Q2 | $9K | Sell |
85
-21
| -20% | -$2.22K | ﹤0.01% | 683 |
|
|
2018
Q1 | $11K | Sell |
106
-4
| -4% | -$415 | ﹤0.01% | 620 |
|
|
2017
Q4 | $13K | Sell |
110
-20
| -15% | -$2.36K | ﹤0.01% | 588 |
|
|
2017
Q3 | $13K | Buy |
130
+41
| +46% | +$4.1K | ﹤0.01% | 578 |
|
|
2017
Q2 | $8K | Hold |
89
| – | – | ﹤0.01% | 671 |
|
|
2017
Q1 | $7K | Buy |
+89
| New | +$7K | ﹤0.01% | 663 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$4K | – | 742 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 652 |
|