Sowell Financial Services’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,877
| Closed | -$634K | – | 698 |
|
|
2021
Q1 | $634K | Sell |
2,877
-1,411
| -33% | -$311K | 0.02% | 555 |
|
|
2020
Q4 | $665K | Sell |
4,288
-472
| -10% | -$73.2K | 0.03% | 438 |
|
|
2020
Q3 | $609K | Sell |
4,760
-218
| -4% | -$27.9K | 0.03% | 421 |
|
|
2020
Q2 | $568K | Buy |
4,978
+17
| +0.3% | +$1.94K | 0.03% | 418 |
|
|
2020
Q1 | $505K | Sell |
4,961
-3,839
| -44% | -$391K | 0.04% | 394 |
|
|
2019
Q4 | $1.15M | Buy |
8,800
+6,937
| +372% | +$907K | 0.09% | 234 |
|
|
2019
Q3 | $212K | Buy |
+1,863
| New | +$212K | 0.02% | 624 |
|
|
2017
Q1 | – | Sell |
-788
| Closed | -$63K | – | 274 |
|
|
2016
Q4 | $63K | Buy |
+788
| New | +$63K | 0.02% | 316 |
|