TRUE Private Wealth Advisors’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-351
| Closed | -$54K | – | 268 |
|
|
2020
Q4 | $54K | Hold |
351
| – | – | 0.01% | 346 |
|
|
2020
Q3 | $44K | Hold |
351
| – | – | 0.01% | 340 |
|
|
2020
Q2 | $40K | Hold |
351
| – | – | 0.01% | 339 |
|
|
2020
Q1 | $35K | Hold |
351
| – | – | 0.01% | 318 |
|
|
2019
Q4 | $46K | Buy |
+351
| New | +$46K | 0.01% | 379 |
|
|
2019
Q3 | – | Sell |
-351
| Closed | -$40K | – | 249 |
|
|
2019
Q2 | $40K | Buy |
+351
| New | +$40K | 0.01% | 371 |
|
|
2018
Q4 | – | Sell |
-385
| Closed | -$41.7K | – | 284 |
|
|
2018
Q3 | $41.7K | Buy |
+385
| New | +$41.7K | 0.01% | 484 |
|