BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $758 | Hold |
4
| – | – | ﹤0.01% | 780 |
|
|
2023
Q1 | $673 | Hold |
4
| – | – | ﹤0.01% | 945 |
|
|
2022
Q4 | $646 | Hold |
4
| – | – | ﹤0.01% | 930 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 858 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 875 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 898 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 960 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 938 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 880 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 831 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 827 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 759 |
|
|
2020
Q2 | $1K | Sell |
4
-7
| -64% | -$1.75K | ﹤0.01% | 821 |
|
|
2020
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 718 |
|
|
2019
Q4 | $2K | Buy |
11
+4
| +57% | +$727 | ﹤0.01% | 749 |
|
|
2019
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 624 |
|
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 689 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 679 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 641 |
|