Capital Advisors Ltd’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 1135 |
|
|
2025
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1142 |
|
|
2024
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1143 |
|
|
2024
Q2 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 1121 |
|
|
2024
Q1 | $1K | Buy |
4
+3
| +300% | +$750 | ﹤0.01% | 1121 |
|
|
2023
Q4 | $0 | Sell |
1
-35
| -97% | – | ﹤0.01% | 1281 |
|
|
2023
Q3 | $6K | Sell |
36
-5
| -12% | -$833 | ﹤0.01% | 758 |
|
|
2023
Q2 | $8K | Buy |
41
+2
| +5% | +$390 | ﹤0.01% | 723 |
|
|
2023
Q1 | $7K | Buy |
39
+33
| +550% | +$5.92K | ﹤0.01% | 608 |
|
|
2022
Q4 | $1K | Sell |
6
-10
| -63% | -$1.67K | ﹤0.01% | 945 |
|
|
2022
Q3 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 720 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$1K | – | 1000 |
|
|
2022
Q1 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 674 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 616 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$38K | – | 396 |
|
|
2017
Q2 | $38K | Hold |
200
| – | – | 0.01% | 231 |
|
|
2017
Q1 | $37K | Hold |
200
| – | – | 0.01% | 216 |
|
|
2016
Q4 | $35K | Hold |
200
| – | – | 0.01% | 211 |
|
|
2016
Q3 | $36K | Hold |
200
| – | – | 0.02% | 211 |
|
|
2016
Q2 | $36K | Buy |
+200
| New | +$36K | 0.02% | 210 |
|