EWM
EPG Wealth Management’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
2,227
+72
| +3% | +$14.7K | 0.14% | 144 |
|
|
2025
Q1 | $463K | Buy |
2,155
+67
| +3% | +$14.4K | 0.13% | 170 |
|
|
2024
Q4 | $459K | Sell |
2,088
-98
| -4% | -$21.6K | 0.12% | 168 |
|
|
2024
Q3 | $492K | Buy |
+2,186
| New | +$492K | 0.12% | 169 |
|
|
2024
Q2 | – | Sell |
-2,356
| Closed | -$437K | – | 170 |
|
|
2024
Q1 | $437K | Buy |
2,356
+237
| +11% | +$44K | 0.11% | 182 |
|
|
2023
Q4 | $365K | Buy |
2,119
+119
| +6% | +$20.5K | 0.1% | 188 |
|
|
2023
Q3 | $343K | Buy |
2,000
+205
| +11% | +$35.2K | 0.1% | 179 |
|
|
2023
Q2 | $340K | Buy |
1,795
+197
| +12% | +$37.3K | 0.1% | 177 |
|
|
2023
Q1 | $269K | Buy |
+1,598
| New | +$269K | 0.08% | 195 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$6K | – | 182 |
|
|
2020
Q1 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 549 |
|