Steward Financial Group’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11K | Buy |
+63
| New | +$11K | ﹤0.01% | 342 |
|
|
2023
Q2 | – | Sell |
-67
| Closed | -$11K | – | 480 |
|
|
2023
Q1 | $11K | Buy |
67
+14
| +26% | +$2.3K | ﹤0.01% | 179 |
|
|
2022
Q4 | $9K | Buy |
+53
| New | +$9K | ﹤0.01% | 154 |
|
|
2022
Q3 | – | Sell |
-62
| Closed | -$10K | – | 163 |
|
|
2022
Q2 | $10K | Buy |
62
+37
| +148% | +$5.97K | 0.01% | 234 |
|
|
2022
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 249 |
|
|
2021
Q4 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 179 |
|