Excalibur Management’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Sell |
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|
2025
Q1 | $810K | Sell |
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|
2024
Q4 | $849K | Sell |
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|
2024
Q3 | $883K | Sell |
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|
2024
Q2 | $817K | Sell |
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|
2024
Q1 | $740K | Buy |
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|
2023
Q4 | $752K | Sell |
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|
2023
Q3 | $719K | Sell |
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|
2023
Q2 | $797K | Sell |
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|
2023
Q1 | $717K | Hold |
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|
2022
Q4 | $690K | Sell |
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|
2022
Q3 | $792K | Sell |
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|
2022
Q2 | $838K | Hold |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $966K | Hold |
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|
2021
Q2 | $910K | Sell |
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|
2021
Q1 | $810K | Hold |
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|
2020
Q4 | $704K | Hold |
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|
2020
Q3 | $656K | Hold |
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|
2020
Q2 | $679K | Sell |
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|
2020
Q1 | $648K | Sell |
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|
2019
Q4 | $934K | Buy |
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