BerganKDV Wealth Management’s AvalonBay Communities AVB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	859
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%	-$1.11K	﹤0.01%	821
2020 Q1	$2K	Hold	11	–	–	﹤0.01%	718
2019 Q4	$2K	Buy	11 +4	+57%	+$857	﹤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	+$1.26K	﹤0.01%	641