Cetera Trust Company’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 | $256K | Buy |
1,260
+30
| +2% | +$6.11K | 0.15% | 137 |
|
|
2025
Q1 | $264K | Hold |
1,230
| – | – | 0.17% | 118 |
|
|
2024
Q4 | $271K | Sell |
1,230
-75
| -6% | -$16.5K | 0.18% | 107 |
|
|
2024
Q3 | $294K | Sell |
1,305
-25
| -2% | -$5.63K | 0.18% | 109 |
|
|
2024
Q2 | $275K | Hold |
1,330
| – | – | 0.17% | 106 |
|
|
2024
Q1 | $247K | Hold |
1,330
| – | – | 0.15% | 127 |
|
|
2023
Q4 | $249K | Buy |
+1,330
| New | +$249K | 0.16% | 124 |
|