EWM
Evercore Wealth Management’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-146
| Closed | -$26K | – | 386 |
|
|
2017
Q4 | $26K | Hold |
146
| – | – | ﹤0.01% | 676 |
|
|
2017
Q3 | $26K | Hold |
146
| – | – | ﹤0.01% | 657 |
|
|
2017
Q2 | $28K | Hold |
146
| – | – | ﹤0.01% | 657 |
|
|
2017
Q1 | $27K | Sell |
146
-7
| -5% | -$1.3K | ﹤0.01% | 702 |
|
|
2016
Q4 | $27K | Buy |
153
+7
| +5% | +$1.24K | ﹤0.01% | 710 |
|
|
2016
Q3 | $26K | Hold |
146
| – | – | ﹤0.01% | 726 |
|
|
2016
Q2 | $26K | Hold |
146
| – | – | ﹤0.01% | 707 |
|
|
2016
Q1 | $28K | Sell |
146
-125
| -46% | -$24K | ﹤0.01% | 670 |
|
|
2015
Q4 | $50K | Hold |
271
| – | – | ﹤0.01% | 597 |
|
|
2015
Q3 | $48K | Sell |
271
-44
| -14% | -$7.79K | ﹤0.01% | 591 |
|
|
2015
Q2 | $51K | Buy |
315
+44
| +16% | +$7.12K | ﹤0.01% | 631 |
|
|
2015
Q1 | $48K | Hold |
271
| – | – | ﹤0.01% | 632 |
|
|
2014
Q4 | $44K | Hold |
271
| – | – | ﹤0.01% | 564 |
|
|
2014
Q3 | $39K | Hold |
271
| – | – | ﹤0.01% | 645 |
|
|
2014
Q2 | $39K | Buy |
271
+125
| +86% | +$18K | ﹤0.01% | 643 |
|
|
2014
Q1 | $18K | Hold |
146
| – | – | ﹤0.01% | 754 |
|
|
2013
Q4 | $17K | Sell |
146
-8
| -5% | -$932 | ﹤0.01% | 700 |
|
|
2013
Q3 | $19K | Buy |
154
+8
| +5% | +$987 | ﹤0.01% | 691 |
|
|
2013
Q2 | $21K | Buy |
+146
| New | +$21K | ﹤0.01% | 652 |
|