Clearstead Advisors’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 | $38.9K | Buy |
191
+187
| +4,675% | +$38.1K | ﹤0.01% | 1364 |
|
|
2025
Q1 | $859 | Buy |
+4
| New | +$859 | ﹤0.01% | 2000 |
|
|
2024
Q4 | – | Sell |
-82
| Closed | -$18.5K | – | 2098 |
|
|
2024
Q3 | $18.5K | Hold |
82
| – | – | ﹤0.01% | 1440 |
|
|
2024
Q2 | $17K | Sell |
82
-3
| -4% | -$621 | ﹤0.01% | 1418 |
|
|
2024
Q1 | $16.7K | Sell |
85
-13
| -13% | -$2.56K | ﹤0.01% | 970 |
|
|
2023
Q4 | $18.3K | Sell |
98
-72
| -42% | -$13.5K | ﹤0.01% | 962 |
|
|
2023
Q3 | $29.2K | Buy |
170
+84
| +98% | +$14.4K | ﹤0.01% | 965 |
|
|
2023
Q2 | $16.3K | Sell |
86
-5
| -5% | -$946 | ﹤0.01% | 924 |
|
|
2023
Q1 | $15.3K | Buy |
+91
| New | +$15.3K | ﹤0.01% | 884 |
|
|
2021
Q4 | – | Sell |
-25
| Closed | -$6K | – | 1274 |
|
|
2021
Q3 | $6K | Buy |
25
+16
| +178% | +$3.84K | ﹤0.01% | 993 |
|
|
2021
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 1015 |
|