SWS
SYSTM Wealth Solutions’s Avery Dennison AVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $109K | Sell |
495
-30,020
| -98% | -$6.63M | 3.32% | 18 |
|
|
2024
Q2 | $6.67M | Buy |
30,515
+400
| +1% | +$87.5K | 1.49% | 14 |
|
|
2024
Q1 | $6.72M | Buy |
30,115
+6,747
| +29% | +$1.51M | 0.85% | 18 |
|
|
2023
Q4 | $4.72M | Buy |
23,368
+546
| +2% | +$110K | 0.65% | 34 |
|
|
2023
Q3 | $4.17M | Buy |
22,822
+1,645
| +8% | +$300K | 0.64% | 37 |
|
|
2023
Q2 | $3.64M | Sell |
21,177
-1,527
| -7% | -$262K | 0.49% | 51 |
|
|
2023
Q1 | $4.06M | Buy |
22,704
+6,677
| +42% | +$1.19M | 0.63% | 35 |
|
|
2022
Q4 | $2.9M | Buy |
+16,027
| New | +$2.9M | 0.36% | 72 |
|