Carson Wealth (CWM LLC)’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
4,323
+2,471
| +133% | +$503K | ﹤0.01% | 1307 |
|
|
2025
Q1 | $397K | Sell |
1,852
-72
| -4% | -$15.4K | ﹤0.01% | 1545 |
|
|
2024
Q4 | $423K | Buy |
1,924
+285
| +17% | +$62.7K | ﹤0.01% | 1450 |
|
|
2024
Q3 | $369K | Buy |
1,639
+75
| +5% | +$16.9K | ﹤0.01% | 1441 |
|
|
2024
Q2 | $324K | Buy |
1,564
+101
| +7% | +$20.9K | ﹤0.01% | 1358 |
|
|
2024
Q1 | $271K | Buy |
1,463
+196
| +15% | +$36.3K | ﹤0.01% | 1377 |
|
|
2023
Q4 | $237K | Sell |
1,267
-186
| -13% | -$34.8K | ﹤0.01% | 1341 |
|
|
2023
Q3 | $249K | Buy |
1,453
+225
| +18% | +$38.6K | ﹤0.01% | 1220 |
|
|
2023
Q2 | $232K | Buy |
1,228
+236
| +24% | +$44.6K | ﹤0.01% | 1196 |
|
|
2023
Q1 | $167K | Buy |
992
+341
| +52% | +$57.4K | ﹤0.01% | 1267 |
|
|
2022
Q4 | $105K | Sell |
651
-775
| -54% | -$125K | ﹤0.01% | 1354 |
|
|
2022
Q3 | $263K | Buy |
1,426
+933
| +189% | +$172K | ﹤0.01% | 948 |
|
|
2022
Q2 | $96K | Sell |
493
-148
| -23% | -$28.8K | ﹤0.01% | 1330 |
|
|
2022
Q1 | $159K | Buy |
641
+367
| +134% | +$91K | ﹤0.01% | 1135 |
|
|
2021
Q4 | $69K | Buy |
+274
| New | +$69K | ﹤0.01% | 1443 |
|
|
2021
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 2327 |
|
|
2021
Q1 | $5K | Hold |
26
| – | – | ﹤0.01% | 2327 |
|
|
2020
Q4 | $5K | Hold |
26
| – | – | ﹤0.01% | 2327 |
|
|
2020
Q3 | $5K | Hold |
26
| – | – | ﹤0.01% | 2327 |
|
|
2020
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 2327 |
|
|
2020
Q1 | $5K | Hold |
26
| – | – | ﹤0.01% | 2327 |
|
|
2019
Q4 | $5K | Hold |
26
| – | – | ﹤0.01% | 2327 |
|
|
2019
Q3 | $5K | Hold |
26
| – | – | ﹤0.01% | 2327 |
|
|
2019
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 2327 |
|
|
2019
Q1 | $5K | Sell |
26
-1,234
| -98% | -$237K | ﹤0.01% | 2327 |
|
|
2018
Q4 | $219K | Hold |
1,260
| – | – | 0.01% | 578 |
|
|
2018
Q3 | $228K | Sell |
1,260
-6
| -0.5% | -$1.09K | 0.01% | 494 |
|
|
2018
Q2 | $218K | Buy |
1,266
+6
| +0.5% | +$1.03K | 0.01% | 408 |
|
|
2018
Q1 | $207K | Sell |
1,260
-269
| -18% | -$44.2K | 0.01% | 356 |
|
|
2017
Q4 | $273K | Sell |
1,529
-101
| -6% | -$18K | 0.01% | 317 |
|
|
2017
Q3 | $291K | Buy |
1,630
+163
| +11% | +$29.1K | 0.01% | 298 |
|
|
2017
Q2 | $282K | Hold |
1,467
| – | – | 0.01% | 285 |
|
|
2017
Q1 | $269K | Sell |
1,467
-27
| -2% | -$4.95K | 0.02% | 272 |
|
|
2016
Q4 | $265K | Buy |
1,494
+1,025
| +219% | +$182K | 0.02% | 253 |
|
|
2016
Q3 | $83K | Buy |
469
+367
| +360% | +$64.9K | 0.01% | 357 |
|
|
2016
Q2 | $18K | Buy |
102
+2
| +2% | +$353 | ﹤0.01% | 478 |
|
|
2016
Q1 | $19K | Buy |
+100
| New | +$19K | ﹤0.01% | 442 |
|