Elevation Wealth Partners’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 | $792K | Hold |
3,890
| – | – | 0.31% | 51 |
|
|
2025
Q1 | $835K | Hold |
3,890
| – | – | 0.36% | 48 |
|
|
2024
Q4 | $856K | Sell |
3,890
-89
| -2% | -$19.6K | 0.36% | 45 |
|
|
2024
Q3 | $896K | Hold |
3,979
| – | – | 0.38% | 46 |
|
|
2024
Q2 | $823K | Hold |
3,979
| – | – | 0.39% | 46 |
|
|
2024
Q1 | $738K | Hold |
3,979
| – | – | 0.37% | 47 |
|
|
2023
Q4 | $683K | Buy |
+3,979
| New | +$683K | 0.41% | 49 |
|