Everhart Financial Group’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 | $365K | Sell |
1,793
-484
| -21% | -$98.5K | 0.04% | 270 |
|
|
2025
Q1 | $489K | Buy |
2,277
+216
| +10% | +$46.4K | 0.07% | 211 |
|
|
2024
Q4 | $453K | Buy |
2,061
+5
| +0.2% | +$1.1K | 0.09% | 200 |
|
|
2024
Q3 | $463K | Buy |
2,056
+632
| +44% | +$142K | 0.1% | 203 |
|
|
2024
Q2 | $295K | Buy |
+1,424
| New | +$295K | 0.08% | 227 |
|
|
2022
Q4 | – | Sell |
-1,323
| Closed | -$244K | – | 188 |
|
|
2022
Q3 | $244K | Buy |
1,323
+190
| +17% | +$35K | 0.14% | 154 |
|
|
2022
Q2 | $220K | Buy |
+1,133
| New | +$220K | 0.13% | 160 |
|