WR Wealth Planners’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.7K | Hold |
73
| – | – | ﹤0.01% | 546 |
|
|
2024
Q3 | $16.1K | Buy |
73
+15
| +26% | +$3.31K | ﹤0.01% | 548 |
|
|
2024
Q2 | $12.7K | Buy |
58
+1
| +2% | +$219 | ﹤0.01% | 545 |
|
|
2024
Q1 | $12.7K | Buy |
+57
| New | +$12.7K | ﹤0.01% | 549 |
|
|
2023
Q4 | – | Sell |
-61
| Closed | -$11.1K | – | 232 |
|
|
2023
Q3 | $11.1K | Hold |
61
| – | – | ﹤0.01% | 532 |
|
|
2023
Q2 | $10.5K | Buy |
61
+7
| +13% | +$1.2K | ﹤0.01% | 557 |
|
|
2023
Q1 | $9.66K | Buy |
+54
| New | +$9.66K | ﹤0.01% | 565 |
|