Delos Wealth Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-28
| Closed | -$5.15K | – | 344 |
|
2023
Q3 | $5.15K | Hold |
28
| – | – | 0.01% | 155 |
|
2023
Q2 | $5.3K | Hold |
28
| – | – | 0.01% | 155 |
|
2023
Q1 | $4.71K | Hold |
28
| – | – | 0.01% | 157 |
|
2022
Q4 | $4.52K | Hold |
28
| – | – | 0.01% | 177 |
|
2022
Q3 | $5K | Hold |
28
| – | – | 0.01% | 170 |
|
2022
Q2 | $5K | Hold |
28
| – | – | 0.01% | 169 |
|
2022
Q1 | $7K | Hold |
28
| – | – | 0.01% | 183 |
|
2021
Q4 | $7K | Buy |
+28
| New | +$7K | 0.01% | 252 |
|