Caldwell Trust’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
5,918
+62
|
|
||||
|
2025
Q1 | $1.26M | Buy |
5,856
+448
|
|
||||
|
2024
Q4 | $1.19M | Buy |
5,408
+781
|
|
||||
|
2024
Q3 | $1.04M | Buy |
4,627
+719
|
|
||||
|
2024
Q2 | $809K | Buy |
3,908
+550
|
|
||||
|
2024
Q1 | $623K | Buy |
3,358
+1,591
|
|
||||
|
2023
Q4 | $331K | Buy |
1,767
+569
|
|
||||
|
2023
Q3 | $206K | Buy |
1,198
+1,094
|
|
||||
|
2023
Q2 | $19.7K | Buy |
104
+49
|
|
||||
|
2023
Q1 | $9.24K | Buy |
+55
|
|