Bingham Osborn & Scarborough’s AvalonBay Communities AVB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,814	Closed	-$271K	–	136
2020 Q3	$271K	Sell	1,814 -10	-0.5%	-$1.53K	0.02%	134
2020 Q2	$282K	Sell	1,824 -34	-2%	-$5.38K	0.02%	127
2020 Q1	$273K	Buy	1,858 +19	+1%	+$3.83K	0.03%	117
2019 Q4	$386K	Hold	1,839	–	–	0.03%	109
2019 Q3	$396K	Buy	1,839 +9	+0.5%	+$1.88K	0.04%	101
2019 Q2	$372K	Buy	1,830 +4	+0.2%	+$810	0.03%	104
2019 Q1	$367K	Hold	1,826	–	–	0.03%	103
2018 Q4	$318K	Sell	1,826 -10	-0.5%	-$1.81K	0.03%	102
2018 Q3	$333K	Hold	1,836	–	–	0.03%	106
2018 Q2	$316K	Sell	1,836 -2,894	-61%	-$478K	0.03%	104
2018 Q1	$778K	Buy	+4,730	New	+$775K	0.07%	61