Envestnet Portfolio Solutions’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
$928K Sell
4,560
-384
-8% -$78.1K ﹤0.01% 820
2025
Q1
$1.06M Sell
4,944
-1,153
-19% -$247K ﹤0.01% 774
2024
Q4
$1.34M Sell
6,097
-748
-11% -$165K ﹤0.01% 808
2024
Q3
$1.54M Buy
6,845
+1,597
+30% +$360K 0.01% 754
2024
Q2
$1.09M Buy
5,248
+117
+2% +$24.2K ﹤0.01% 834
2024
Q1
$952K Sell
5,131
-752
-13% -$140K ﹤0.01% 849
2023
Q4
$1.1M Buy
5,883
+1,386
+31% +$259K ﹤0.01% 770
2023
Q3
$772K Buy
+4,497
New +$772K ﹤0.01% 816