Wealthspire Advisors (Maryland)’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-876
| Closed | -$99K | – | 593 |
|
|
2019
Q1 | $99K | Sell |
876
-80
| -8% | -$9.04K | 0.01% | 641 |
|
|
2018
Q4 | $86K | Sell |
956
-37
| -4% | -$3.33K | 0.01% | 652 |
|
|
2018
Q3 | $108K | Sell |
993
-80
| -7% | -$8.7K | 0.01% | 652 |
|
|
2018
Q2 | $110K | Sell |
1,073
-354
| -25% | -$36.3K | 0.01% | 669 |
|
|
2018
Q1 | $152K | Sell |
1,427
-409
| -22% | -$43.6K | 0.01% | 562 |
|
|
2017
Q4 | $211K | Buy |
1,836
+65
| +4% | +$7.47K | 0.02% | 464 |
|
|
2017
Q3 | $174K | Buy |
1,771
+59
| +3% | +$5.8K | 0.02% | 520 |
|
|
2017
Q2 | $151K | Sell |
1,712
-25
| -1% | -$2.21K | 0.02% | 547 |
|
|
2017
Q1 | $140K | Buy |
1,737
+303
| +21% | +$24.4K | 0.02% | 487 |
|
|
2016
Q4 | $101K | Buy |
1,434
+28
| +2% | +$1.97K | 0.02% | 575 |
|
|
2016
Q3 | $109K | Buy |
1,406
+48
| +4% | +$3.72K | 0.02% | 543 |
|
|
2016
Q2 | $102K | Buy |
1,358
+23
| +2% | +$1.73K | 0.02% | 531 |
|
|
2016
Q1 | $96K | Buy |
1,335
+22
| +2% | +$1.58K | 0.02% | 527 |
|
|
2015
Q4 | $82K | Buy |
+1,313
| New | +$82K | 0.02% | 580 |
|