SFS
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Sowell Financial Services’s Avery Dennison AVY Stock Holding History

Sowell Financial Services’s Portfolio AVY Stock Details AVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,877
Closed -$634K – 698
2021
Q1 		$634K Sell
2,877
-1,411
-33% -$241K 0.02% 555
2020
Q4 		$665K Sell
4,288
-472
-10% -$68.3K 0.03% 438
2020
Q3 		$609K Sell
4,760
-218
-4% -$25.7K 0.03% 421
2020
Q2 		$568K Buy
4,978
+17
+0.3% +$1.87K 0.03% 418
2020
Q1 		$505K Sell
4,961
-3,839
-44% -$471K 0.04% 394
2019
Q4 		$1.15M Buy
8,800
+6,937
+372% +$875K 0.09% 234
2019
Q3 		$212K Buy
+1,863
New +$213K 0.02% 624
2017
Q1 		– Sell
-788
Closed -$63K – 274
2016
Q4 		$63K Buy
+788
New +$57.2K 0.02% 316

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Ameriprise
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