Evergreen Capital Management’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
$386K Buy
1,883
+2
+0.1% +$410 0.01% 670
2025
Q1
$407K Buy
1,881
+186
+11% +$40.2K 0.01% 591
2024
Q4
$376K Buy
1,695
+8
+0.5% +$1.77K 0.01% 624
2024
Q3
$383K Buy
1,687
+68
+4% +$15.4K 0.01% 613
2024
Q2
$338K Buy
1,619
+217
+15% +$45.3K 0.01% 617
2024
Q1
$263K Buy
1,402
+7
+0.5% +$1.31K 0.01% 687
2023
Q4
$263K Sell
1,395
-216
-13% -$40.8K 0.01% 650
2023
Q3
$279K Buy
1,611
+10
+0.6% +$1.73K 0.01% 584
2023
Q2
$305K Buy
1,601
+42
+3% +$8.01K 0.01% 543
2023
Q1
$264K Buy
+1,559
New +$264K 0.01% 549