Evoke Wealth’s AvalonBay Communities AVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,800
Closed -$305K 364
2023
Q1
$305K Buy
1,800
+26
+1% +$4.41K 0.01% 272
2022
Q4
$289K Sell
1,774
-1,725
-49% -$281K 0.01% 287
2022
Q3
$650K Hold
3,499
0.03% 189
2022
Q2
$685K Sell
3,499
-1
-0% -$196 0.03% 192
2022
Q1
$875K Sell
3,500
-163
-4% -$40.8K 0.03% 190
2021
Q4
$931K Buy
3,663
+4
+0.1% +$1.02K 0.03% 188
2021
Q3
$811K Buy
3,659
+179
+5% +$39.7K 0.03% 185
2021
Q2
$732K Sell
3,480
-3
-0.1% -$631 0.03% 203
2021
Q1
$648K Buy
3,483
+1,700
+95% +$316K 0.03% 188
2020
Q4
$289K Buy
1,783
+880
+97% +$143K 0.02% 202
2020
Q3
$135K Buy
903
+870
+2,636% +$130K 0.01% 247
2020
Q2
$5K Sell
33
-13
-28% -$1.97K ﹤0.01% 654
2020
Q1
$6.78K Sell
46
-274
-86% -$40.4K ﹤0.01% 560
2019
Q4
$67.5K Buy
320
+1
+0.3% +$211 0.01% 360
2019
Q3
$69.3K Buy
+319
New +$69.3K 0.01% 422