EverSource Wealth Advisors’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
1,244
+715
| +135% | +$145K | 0.01% | 752 |
|
|
2025
Q1 | $114K | Sell |
529
-1,227
| -70% | -$263K | 0.01% | 860 |
|
|
2024
Q4 | $386K | Buy |
1,756
+1,001
| +133% | +$220K | 0.02% | 437 |
|
|
2024
Q3 | $170K | Buy |
755
+179
| +31% | +$40.3K | 0.01% | 618 |
|
|
2024
Q2 | $118K | Buy |
576
+453
| +368% | +$93K | 0.01% | 729 |
|
|
2024
Q1 | $23.3K | Buy |
123
+25
| +26% | +$4.74K | ﹤0.01% | 1285 |
|
|
2023
Q4 | $18.3K | Hold |
98
| – | – | ﹤0.01% | 1274 |
|
|
2023
Q3 | $16.8K | Sell |
98
-22
| -18% | -$3.78K | ﹤0.01% | 1194 |
|
|
2023
Q2 | $22.7K | Buy |
120
+5
| +4% | +$946 | ﹤0.01% | 1109 |
|
|
2023
Q1 | $19.3K | Buy |
115
+63
| +121% | +$10.6K | ﹤0.01% | 1093 |
|
|
2022
Q4 | $8.4K | Buy |
52
+14
| +37% | +$2.26K | ﹤0.01% | 1397 |
|
|
2022
Q3 | $7K | Buy |
38
+9
| +31% | +$1.66K | ﹤0.01% | 1223 |
|
|
2022
Q2 | $6K | Sell |
29
-7
| -19% | -$1.45K | ﹤0.01% | 1180 |
|
|
2022
Q1 | $9K | Buy |
36
+14
| +64% | +$3.5K | ﹤0.01% | 996 |
|
|
2021
Q4 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 1233 |
|