Bartlett & Co 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
Q2 | $15K | Buy |
73
+2
| +3% | +$410 | ﹤0.01% | 863 |
|
|
2025
Q1 | $15.4K | Buy |
+71
| New | +$15.4K | ﹤0.01% | 857 |
|
|
2020
Q1 | – | Sell |
-240
| Closed | -$50.7K | – | 845 |
|
|
2019
Q4 | $50.7K | Hold |
240
| – | – | ﹤0.01% | 529 |
|
|
2019
Q3 | $52K | Hold |
240
| – | – | ﹤0.01% | 523 |
|
|
2019
Q2 | $49.1K | Sell |
240
-245
| -51% | -$50.2K | ﹤0.01% | 433 |
|
|
2019
Q1 | $98.1K | Hold |
485
| – | – | ﹤0.01% | 322 |
|
|
2018
Q4 | $85.1K | Hold |
485
| – | – | ﹤0.01% | 325 |
|
|
2018
Q3 | $88.6K | Hold |
485
| – | – | ﹤0.01% | 337 |
|
|
2018
Q2 | $84.1K | Hold |
485
| – | – | ﹤0.01% | 343 |
|
|
2018
Q1 | $80.5K | Buy |
+485
| New | +$80.5K | ﹤0.01% | 364 |
|