Avior Wealth Management’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-37
| Closed | -$8.14K | – | 856 |
|
|
2024
Q4 | $8.14K | Buy |
37
+5
| +16% | +$1.1K | ﹤0.01% | 1692 |
|
|
2024
Q3 | $7.21K | Hold |
32
| – | – | ﹤0.01% | 1655 |
|
|
2024
Q2 | $6.62K | Sell |
32
-5
| -14% | -$1.03K | ﹤0.01% | 1642 |
|
|
2024
Q1 | $6.87K | Buy |
+37
| New | +$6.87K | ﹤0.01% | 1984 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$567 | – | 1600 |
|
|
2023
Q2 | $567 | Buy |
3
+1
| +50% | +$189 | ﹤0.01% | 1452 |
|
|
2023
Q1 | $336 | Hold |
2
| – | – | ﹤0.01% | 1540 |
|
|
2022
Q4 | $323 | Buy |
2
+1
| +100% | +$162 | ﹤0.01% | 1199 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1152 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1060 |
|
|
2021
Q2 | – | Sell |
-26
| Closed | -$4K | – | 1026 |
|
|
2021
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 845 |
|
|
2020
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 798 |
|
|
2020
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 780 |
|
|
2020
Q2 | $4K | Sell |
26
-1,396
| -98% | -$215K | ﹤0.01% | 733 |
|
|
2020
Q1 | $208K | Hold |
1,422
| – | – | 0.04% | 337 |
|
|
2019
Q4 | $297K | Hold |
1,422
| – | – | 0.05% | 327 |
|
|
2019
Q3 | $305K | Hold |
1,422
| – | – | 0.05% | 296 |
|
|
2019
Q2 | $289K | Sell |
1,422
-9
| -0.6% | -$1.83K | 0.05% | 302 |
|
|
2019
Q1 | $287K | Buy |
1,431
+1,316
| +1,144% | +$264K | 0.06% | 282 |
|
|
2018
Q4 | $20K | Buy |
+115
| New | +$20K | ﹤0.01% | 521 |
|
|
2018
Q2 | – | Sell |
-3
| Closed | – | – | 779 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 785 |
|
|
2017
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 713 |
|
|
2015
Q2 | – | Sell |
-237
| Closed | -$41K | – | 389 |
|
|
2015
Q1 | $41K | Hold |
237
| – | – | 0.03% | 150 |
|
|
2014
Q4 | $39K | Hold |
237
| – | – | 0.03% | 150 |
|
|
2014
Q3 | $33K | Hold |
237
| – | – | 0.03% | 156 |
|
|
2014
Q2 | $34K | Buy |
+237
| New | +$34K | 0.03% | 155 |
|