SOA Wealth Advisors’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-32
| Closed | -$5.5K | – | 941 |
|
|
2023
Q2 | $5.5K | Hold |
32
| – | – | ﹤0.01% | 611 |
|
|
2023
Q1 | $5.73K | Hold |
32
| – | – | ﹤0.01% | 598 |
|
|
2022
Q4 | $5.79K | Sell |
32
-1
| -3% | -$181 | ﹤0.01% | 602 |
|
|
2022
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 595 |
|
|
2022
Q2 | $5K | Sell |
33
-16
| -33% | -$2.42K | ﹤0.01% | 581 |
|
|
2022
Q1 | $8K | Hold |
49
| – | – | ﹤0.01% | 615 |
|
|
2021
Q4 | $10K | Hold |
49
| – | – | ﹤0.01% | 563 |
|
|
2021
Q3 | $10K | Hold |
49
| – | – | ﹤0.01% | 580 |
|
|
2021
Q2 | $10K | Buy |
49
+7
| +17% | +$1.43K | ﹤0.01% | 570 |
|
|
2021
Q1 | $7K | Buy |
42
+6
| +17% | +$1K | ﹤0.01% | 567 |
|
|
2020
Q4 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 577 |
|