FWA
FSM Wealth Advisors’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,031
| Closed | -$232K | – | 193 |
|
|
2024
Q3 | $232K | Buy |
+1,031
| New | +$232K | 0.06% | 160 |
|
|
2024
Q1 | – | Sell |
-1,300
| Closed | -$243K | – | 167 |
|
|
2023
Q4 | $243K | Sell |
1,300
-146
| -10% | -$27.3K | 0.1% | 133 |
|
|
2023
Q3 | $248K | Buy |
+1,446
| New | +$248K | 0.12% | 123 |
|