Focus Partners Wealth’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 | $926K | Buy |
4,550
+1,230
| +37% | +$250K | ﹤0.01% | 1168 |
|
|
2025
Q1 | $713K | Sell |
3,320
-1,143
| -26% | -$245K | ﹤0.01% | 1182 |
|
|
2024
Q4 | $982K | Buy |
4,463
+2,188
| +96% | +$481K | ﹤0.01% | 1055 |
|
|
2024
Q3 | $513K | Buy |
2,275
+548
| +32% | +$123K | ﹤0.01% | 1130 |
|
|
2024
Q2 | $357K | Sell |
1,727
-68
| -4% | -$14.1K | ﹤0.01% | 1023 |
|
|
2024
Q1 | $333K | Sell |
1,795
-309
| -15% | -$57.3K | ﹤0.01% | 807 |
|
|
2023
Q4 | $394K | Buy |
+2,104
| New | +$394K | 0.01% | 619 |
|