Simplicity Wealth’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	-1,072	Closed	-$237K	–	340
2024 Q3	$237K	Sell	1,072 -97	-8%	-$21.4K	0.02%	434
2024 Q2	$256K	Buy	1,169 +260	+29%	+$56.9K	0.01%	1008
2024 Q1	$203K	Buy	+909	New	+$203K	﹤0.01%	1069