Gideon Capital Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,603
| Closed | -$546K | – | 17 |
|
|
2019
Q4 | $546K | Buy |
+2,603
| New | +$546K | 0.19% | 163 |
|
|
2018
Q1 | – | Sell |
-2,029
| Closed | -$362K | – | 342 |
|
|
2017
Q4 | $362K | Buy |
+2,029
| New | +$362K | 0.32% | 104 |
|
|
2016
Q3 | – | Sell |
-12,370
| Closed | -$2.23M | – | 187 |
|
|
2016
Q2 | $2.23M | Buy |
12,370
+9,422
| +320% | +$1.7M | 1.3% | 18 |
|
|
2016
Q1 | $561K | Buy |
+2,948
| New | +$561K | 0.7% | 52 |
|
|
2014
Q3 | – | Sell |
-2,401
| Closed | -$341K | – | 267 |
|
|
2014
Q2 | $341K | Buy |
+2,401
| New | +$341K | 0.12% | 188 |
|
|
2014
Q1 | – | Sell |
-8,712
| Closed | -$1.03M | – | 204 |
|
|
2013
Q4 | $1.03M | Buy |
+8,712
| New | +$1.03M | 0.61% | 61 |
|