Cassady Schiller Wealth Management’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.54K | Buy |
+7
| New | +$1.54K | ﹤0.01% | 655 |
|
|
2023
Q4 | – | Sell |
-97
| Closed | -$16.7K | – | 439 |
|
|
2023
Q3 | $16.7K | Hold |
97
| – | – | 0.01% | 290 |
|
|
2023
Q2 | $18.4K | Buy |
+97
| New | +$18.4K | 0.01% | 285 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | -$1K | – | 149 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 429 |
|