CreativeOne Wealth’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
$230K Sell
1,132
-18
-2% -$3.66K 0.01% 1013
2025
Q1
$247K Sell
1,150
-32
-3% -$6.87K 0.01% 928
2024
Q4
$260K Sell
1,182
-338
-22% -$74.4K 0.01% 930
2024
Q3
$342K Sell
1,520
-18
-1% -$4.06K 0.01% 743
2024
Q2
$318K Sell
1,538
-70
-4% -$14.5K 0.02% 608
2024
Q1
$298K Sell
1,608
-86
-5% -$15.9K 0.01% 724
2023
Q4
$317K Buy
+1,694
New +$317K 0.02% 485
2023
Q3
Sell
-1,239
Closed -$235K 583
2023
Q2
$235K Sell
1,239
-35
-3% -$6.64K 0.01% 725
2023
Q1
$214K Buy
+1,274
New +$214K 0.01% 730
2022
Q4
Sell
-1,156
Closed -$213K 734
2022
Q3
$213K Buy
+1,156
New +$213K 0.01% 653