Edge Wealth Management’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-515
| Closed | -$77K | – | 388 |
|
|
2020
Q3 | $77K | Hold |
515
| – | – | 0.02% | 170 |
|
|
2020
Q2 | $80K | Hold |
515
| – | – | 0.02% | 225 |
|
|
2020
Q1 | $74K | Hold |
515
| – | – | 0.02% | 197 |
|
|
2019
Q4 | $108K | Hold |
515
| – | – | 0.02% | 188 |
|
|
2019
Q3 | $110K | Hold |
515
| – | – | 0.03% | 179 |
|
|
2019
Q2 | $105K | Hold |
515
| – | – | 0.02% | 191 |
|
|
2019
Q1 | $103K | Hold |
515
| – | – | 0.03% | 179 |
|
|
2018
Q4 | $90K | Hold |
515
| – | – | 0.03% | 196 |
|
|
2018
Q3 | $93K | Hold |
515
| – | – | 0.02% | 202 |
|
|
2018
Q2 | $89K | Hold |
515
| – | – | 0.02% | 199 |
|
|
2018
Q1 | $85K | Hold |
515
| – | – | 0.02% | 175 |
|
|
2017
Q4 | $91K | Hold |
515
| – | – | 0.03% | 178 |
|
|
2017
Q3 | $92K | Hold |
515
| – | – | 0.03% | 176 |
|
|
2017
Q2 | $100K | Hold |
515
| – | – | 0.03% | 170 |
|
|
2017
Q1 | $94K | Hold |
515
| – | – | 0.03% | 172 |
|
|
2016
Q4 | $91K | Hold |
515
| – | – | 0.03% | 158 |
|
|
2016
Q3 | $92K | Hold |
515
| – | – | 0.04% | 148 |
|
|
2016
Q2 | $93K | Hold |
515
| – | – | 0.04% | 145 |
|
|
2016
Q1 | $98K | Hold |
515
| – | – | 0.04% | 136 |
|
|
2015
Q4 | $96K | Hold |
515
| – | – | 0.04% | 148 |
|
|
2015
Q3 | $89K | Hold |
515
| – | – | 0.03% | 140 |
|
|
2015
Q2 | $82K | Hold |
515
| – | – | 0.03% | 155 |
|
|
2015
Q1 | $90K | Hold |
515
| – | – | 0.03% | 143 |
|
|
2014
Q4 | $85K | Hold |
515
| – | – | 0.03% | 156 |
|
|
2014
Q3 | $73K | Hold |
515
| – | – | 0.03% | 157 |
|
|
2014
Q2 | $73K | Hold |
515
| – | – | 0.03% | 157 |
|
|
2014
Q1 | $68K | Hold |
515
| – | – | 0.03% | 157 |
|
|
2013
Q4 | $61K | Hold |
515
| – | – | 0.03% | 154 |
|
|
2013
Q3 | $65K | Hold |
515
| – | – | 0.04% | 125 |
|
|
2013
Q2 | $70K | Buy |
+515
| New | +$68.8K | 0.05% | 104 |
|