Valeo Financial 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
Q2 | – | Sell |
-2
| Closed | – | – | 561 |
|
|
2021
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1921 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | -$3K | – | 1560 |
|
|
2020
Q2 | $3K | Buy |
30
+5
| +20% | +$500 | ﹤0.01% | 1570 |
|
|
2020
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 1342 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1540 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$5K | – | 1478 |
|
|
2018
Q3 | $5K | Buy |
50
+43
| +614% | +$4.3K | ﹤0.01% | 1162 |
|
|
2018
Q2 | $1K | Sell |
7
-33
| -83% | -$4.71K | ﹤0.01% | 1419 |
|
|
2018
Q1 | $4K | Buy |
40
+33
| +471% | +$3.3K | ﹤0.01% | 1176 |
|
|
2017
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1247 |
|