CWP
Concord Wealth Partners’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13
| Closed | -$2.69K | – | 961 |
|
|
2024
Q2 | $2.69K | Buy |
+13
| New | +$2.69K | ﹤0.01% | 639 |
|
|
2023
Q3 | – | Sell |
-5
| Closed | -$946 | – | 1040 |
|
|
2023
Q2 | $946 | Hold |
5
| – | – | ﹤0.01% | 955 |
|
|
2023
Q1 | $840 | Hold |
5
| – | – | ﹤0.01% | 911 |
|
|
2022
Q4 | $808 | Buy |
+5
| New | +$808 | ﹤0.01% | 1110 |
|