YorkBridge Wealth Partners’s Avery Dennison AVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $256K | Buy |
+1,416
| New | +$256K | 0.07% | 216 |
|
|
2019
Q3 | – | Sell |
-1,797
| Closed | -$208K | – | 204 |
|
|
2019
Q2 | $208K | Buy |
1,797
+204
| +13% | +$23.6K | 0.09% | 170 |
|
|
2019
Q1 | $180K | Buy |
1,593
+462
| +41% | +$52.2K | 0.08% | 174 |
|
|
2018
Q4 | $102K | Buy |
1,131
+2
| +0.2% | +$180 | 0.05% | 242 |
|
|
2018
Q3 | $123K | Sell |
1,129
-8
| -0.7% | -$872 | 0.06% | 249 |
|
|
2018
Q2 | $116K | Buy |
1,137
+43
| +4% | +$4.39K | 0.05% | 267 |
|
|
2018
Q1 | $115K | Buy |
1,094
+64
| +6% | +$6.73K | 0.05% | 272 |
|
|
2017
Q4 | $117K | Sell |
1,030
-48
| -4% | -$5.45K | 0.06% | 257 |
|
|
2017
Q3 | $106K | Sell |
1,078
-40
| -4% | -$3.93K | 0.06% | 265 |
|
|
2017
Q2 | $99K | Buy |
1,118
+94
| +9% | +$8.32K | 0.05% | 273 |
|
|
2017
Q1 | $85K | Buy |
+1,024
| New | +$85K | 0.04% | 301 |
|