Arkadios Wealth Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
2,439
+151
| +7% | +$30.7K | 0.01% | 830 |
|
|
2025
Q1 | $491K | Buy |
+2,288
| New | +$491K | 0.02% | 711 |
|
|
2021
Q4 | – | Sell |
-331
| Closed | -$73K | – | 653 |
|
|
2021
Q3 | $73K | Buy |
331
+185
| +127% | +$40.8K | 0.01% | 766 |
|
|
2021
Q2 | $30K | Buy |
146
+106
| +265% | +$21.8K | ﹤0.01% | 1120 |
|
|
2021
Q1 | $7K | Buy |
40
+1
| +3% | +$175 | ﹤0.01% | 1270 |
|
|
2020
Q4 | $6K | Sell |
39
-68
| -64% | -$10.5K | ﹤0.01% | 1058 |
|
|
2020
Q3 | $15.9K | Buy |
107
+2
| +2% | +$298 | 0.01% | 650 |
|
|
2020
Q2 | $16.2K | Buy |
105
+100
| +2,000% | +$15.4K | 0.01% | 586 |
|
|
2020
Q1 | $736 | Hold |
5
| – | – | ﹤0.01% | 987 |
|
|
2019
Q4 | $1.13K | Buy |
+5
| New | +$1.13K | ﹤0.01% | 872 |
|