Bingham Osborn & Scarborough’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,814
| Closed | -$271K | – | 136 |
|
|
2020
Q3 | $271K | Sell |
1,814
-10
| -0.5% | -$1.49K | 0.02% | 134 |
|
|
2020
Q2 | $282K | Sell |
1,824
-34
| -2% | -$5.26K | 0.02% | 127 |
|
|
2020
Q1 | $273K | Buy |
1,858
+19
| +1% | +$2.79K | 0.03% | 117 |
|
|
2019
Q4 | $386K | Hold |
1,839
| – | – | 0.03% | 109 |
|
|
2019
Q3 | $396K | Buy |
1,839
+9
| +0.5% | +$1.94K | 0.04% | 101 |
|
|
2019
Q2 | $372K | Buy |
1,830
+4
| +0.2% | +$813 | 0.03% | 104 |
|
|
2019
Q1 | $367K | Hold |
1,826
| – | – | 0.03% | 103 |
|
|
2018
Q4 | $318K | Sell |
1,826
-10
| -0.5% | -$1.74K | 0.03% | 102 |
|
|
2018
Q3 | $333K | Hold |
1,836
| – | – | 0.03% | 106 |
|
|
2018
Q2 | $316K | Sell |
1,836
-2,894
| -61% | -$498K | 0.03% | 104 |
|
|
2018
Q1 | $778K | Buy |
+4,730
| New | +$778K | 0.07% | 61 |
|