Avantax Advisory Services’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
$2.68M Buy
13,171
+434
+3% +$88.3K 0.01% 668
2025
Q1
$2.73M Sell
12,737
-422
-3% -$90.6K 0.02% 616
2024
Q4
$2.89M Buy
13,159
+1
+0% +$220 0.02% 573
2024
Q3
$2.96M Buy
13,158
+101
+0.8% +$22.8K 0.02% 550
2024
Q2
$2.7M Buy
+13,057
New +$2.7M 0.02% 559