WealthPLAN Partners’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-39
| Closed | -$6.98K | – | 1268 |
|
|
2023
Q1 | $6.98K | Buy |
+39
| New | +$6.98K | ﹤0.01% | 940 |
|
|
2018
Q2 | – | Sell |
-2,810
| Closed | -$299K | – | 261 |
|
|
2018
Q1 | $299K | Buy |
+2,810
| New | +$299K | 0.07% | 208 |
|
|
2016
Q3 | – | Sell |
-375
| Closed | -$28 | – | 959 |
|
|
2016
Q2 | $28 | Buy |
+375
| New | +$28 | ﹤0.01% | 2465 |
|
|
2015
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 378 |
|