Berman Capital Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $101K | Buy |
456
+172
| +61% | +$38.1K | 0.02% | 436 |
|
2021
Q2 | $59K | Buy |
284
+166
| +141% | +$34.5K | 0.01% | 519 |
|
2021
Q1 | $21K | Buy |
118
+10
| +9% | +$1.78K | ﹤0.01% | 761 |
|
2020
Q4 | $17K | Sell |
108
-30
| -22% | -$4.72K | ﹤0.01% | 711 |
|
2020
Q3 | $20K | Sell |
138
-8
| -5% | -$1.16K | 0.01% | 578 |
|
2020
Q2 | $22K | Sell |
146
-31
| -18% | -$4.67K | 0.01% | 513 |
|
2020
Q1 | $25K | Buy |
177
+82
| +86% | +$11.6K | 0.01% | 435 |
|
2019
Q4 | $20K | Hold |
95
| – | – | 0.01% | 530 |
|
2019
Q3 | $20K | Hold |
95
| – | – | 0.01% | 502 |
|
2019
Q2 | $19K | Buy |
95
+30
| +46% | +$6K | 0.01% | 522 |
|
2019
Q1 | $13K | Sell |
65
-1
| -2% | -$200 | ﹤0.01% | 571 |
|
2018
Q4 | $10K | Buy |
+66
| New | +$10K | ﹤0.01% | 500 |
|