Squar Milner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,363
| Closed | -$270K | – | 18 |
|
|
2020
Q2 | $270K | Buy |
2,363
+253
| +12% | +$28.9K | 0.15% | 168 |
|
|
2020
Q1 | $214K | Sell |
2,110
-27
| -1% | -$2.74K | 0.13% | 155 |
|
|
2019
Q4 | $279K | Buy |
+2,137
| New | +$279K | 0.14% | 152 |
|
|
2019
Q3 | – | Sell |
-1,739
| Closed | -$201K | – | 254 |
|
|
2019
Q2 | $201K | Buy |
1,739
+95
| +6% | +$11K | 0.14% | 164 |
|
|
2019
Q1 | $185K | Hold |
1,644
| – | – | 0.14% | 174 |
|
|
2018
Q4 | $148K | Hold |
1,644
| – | – | 0.14% | 168 |
|
|
2018
Q3 | $178K | Buy |
1,644
+548
| +50% | +$59.3K | 0.16% | 170 |
|
|
2018
Q2 | $112K | Buy |
+1,096
| New | +$112K | 0.1% | 233 |
|