Axxcess Wealth Management’s AvalonBay Communities AVB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $529K | Buy |
2,597
+499
| +24% | +$102K | 0.01% | 583 |
|
2025
Q1 | $450K | Sell |
2,098
-870
| -29% | -$187K | 0.01% | 578 |
|
2024
Q4 | $653K | Sell |
2,968
-30
| -1% | -$6.6K | 0.02% | 489 |
|
2024
Q3 | $675K | Buy |
2,998
+853
| +40% | +$192K | 0.02% | 487 |
|
2024
Q2 | $444K | Sell |
2,145
-12
| -0.6% | -$2.48K | 0.01% | 548 |
|
2024
Q1 | $400K | Sell |
2,157
-95
| -4% | -$17.6K | 0.01% | 591 |
|
2023
Q4 | $422K | Buy |
2,252
+91
| +4% | +$17K | 0.01% | 559 |
|
2023
Q3 | $371K | Sell |
2,161
-92
| -4% | -$15.8K | 0.01% | 544 |
|
2023
Q2 | $426K | Buy |
2,253
+122
| +6% | +$23.1K | 0.03% | 385 |
|
2023
Q1 | $358K | Buy |
2,131
+5
| +0.2% | +$840 | 0.03% | 439 |
|
2022
Q4 | $343K | Buy |
+2,126
| New | +$343K | 0.03% | 426 |
|