B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,662
| Closed | -$503K | – | 1472 |
|
|
2023
Q2 | $503K | Buy |
+2,662
| New | +$503K | 0.01% | 852 |
|
|
2022
Q1 | – | Sell |
-1,743
| Closed | -$441K | – | 1390 |
|
|
2021
Q4 | $441K | Buy |
1,743
+551
| +46% | +$139K | 0.01% | 888 |
|
|
2021
Q3 | $265K | Sell |
1,192
-116
| -9% | -$25.8K | 0.01% | 1103 |
|
|
2021
Q2 | $273K | Buy |
+1,308
| New | +$273K | 0.01% | 1074 |
|
|
2020
Q3 | – | Sell |
-1,486
| Closed | -$230K | – | 947 |
|
|
2020
Q2 | $230K | Buy |
1,486
+50
| +3% | +$7.74K | 0.02% | 724 |
|
|
2020
Q1 | $212K | Buy |
1,436
+253
| +21% | +$37.4K | 0.02% | 654 |
|
|
2019
Q4 | $249K | Buy |
+1,183
| New | +$249K | 0.02% | 681 |
|
|
2015
Q1 | – | Sell |
-262
| Closed | -$43 | – | 669 |
|
|
2014
Q4 | $43 | Buy |
+262
| New | +$43 | ﹤0.01% | 2165 |
|
|
2014
Q3 | – | Sell |
-369
| Closed | -$52.5K | – | 740 |
|
|
2014
Q2 | $52.5K | Buy |
+369
| New | +$52.5K | 0.01% | 1013 |
|