SWM
Seed Wealth Management’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,020
| Closed | -$225K | – | 150 |
|
|
2024
Q3 | $225K | Hold |
1,020
| – | – | 0.18% | 141 |
|
|
2024
Q2 | $223K | Hold |
1,020
| – | – | 0.19% | 132 |
|
|
2024
Q1 | $228K | Hold |
1,020
| – | – | 0.22% | 126 |
|
|
2023
Q4 | $204K | Buy |
+1,020
| New | +$204K | 0.21% | 138 |
|