Ropes Wealth Advisors’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $257K | Sell |
1,406
-76
| -5% | -$13.9K | 0.05% | 229 |
|
|
2023
Q2 | $255K | Buy |
+1,482
| New | +$255K | 0.04% | 244 |
|
|
2021
Q1 | – | Sell |
-19
| Closed | -$3K | – | 288 |
|
|
2020
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 596 |
|
|
2020
Q3 | – | Sell |
-36
| Closed | -$4K | – | 607 |
|
|
2020
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 496 |
|
|
2018
Q3 | – | Sell |
-41
| Closed | -$4K | – | 529 |
|
|
2018
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 507 |
|
|
2018
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 497 |
|
|
2017
Q4 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 607 |
|
|
2017
Q2 | – | Sell |
-7
| Closed | -$1K | – | 519 |
|
|
2017
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 498 |
|