Wealthfront’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $258K | Buy |
+2,377
| New | +$258K | ﹤0.01% | 471 |
|
|
2018
Q2 | – | Sell |
-5,424
| Closed | -$576K | – | 502 |
|
|
2018
Q1 | $576K | Buy |
5,424
+1,751
| +48% | +$186K | 0.01% | 359 |
|
|
2017
Q4 | $422K | Buy |
3,673
+1,181
| +47% | +$136K | ﹤0.01% | 384 |
|
|
2017
Q3 | $245K | Buy |
2,492
+66
| +3% | +$6.49K | ﹤0.01% | 454 |
|
|
2017
Q2 | $214K | Buy |
+2,426
| New | +$214K | ﹤0.01% | 442 |
|
|
2015
Q4 | – | Sell |
-1,274
| Closed | -$72K | – | 357 |
|
|
2015
Q3 | $72K | Buy |
1,274
+241
| +23% | +$13.6K | ﹤0.01% | 460 |
|
|
2015
Q2 | $63K | Buy |
1,033
+331
| +47% | +$20.2K | ﹤0.01% | 480 |
|
|
2015
Q1 | $37K | Buy |
702
+128
| +22% | +$6.75K | ﹤0.01% | 498 |
|
|
2014
Q4 | $30K | Buy |
574
+414
| +259% | +$21.6K | ﹤0.01% | 522 |
|
|
2014
Q3 | $7K | Sell |
160
-244
| -60% | -$10.7K | ﹤0.01% | 542 |
|
|
2014
Q2 | $21K | Sell |
404
-263
| -39% | -$13.7K | ﹤0.01% | 486 |
|
|
2014
Q1 | $34K | Buy |
+667
| New | +$34K | ﹤0.01% | 347 |
|