Wealthcare Advisory Partners’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 |
-157
| Closed | -$29K | – | 649 |
|
|
2021
Q1 | $29K | Buy |
+157
| New | +$29K | ﹤0.01% | 1070 |
|
|
2020
Q2 | – | Sell |
-137
| Closed | -$14K | – | 390 |
|
|
2020
Q1 | $14K | Hold |
137
| – | – | ﹤0.01% | 814 |
|
|
2019
Q4 | $18K | Buy |
137
+1
| +0.7% | +$131 | ﹤0.01% | 782 |
|
|
2019
Q3 | $15K | Hold |
136
| – | – | ﹤0.01% | 818 |
|
|
2019
Q2 | $16K | Sell |
136
-151
| -53% | -$17.8K | ﹤0.01% | 772 |
|
|
2019
Q1 | $32K | Buy |
287
+1
| +0.3% | +$111 | 0.01% | 555 |
|
|
2018
Q4 | $26K | Buy |
286
+136
| +91% | +$12.4K | 0.01% | 573 |
|
|
2018
Q3 | $16K | Buy |
+150
| New | +$16K | ﹤0.01% | 729 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 1081 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1076 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 880 |
|