Glassman Wealth Services’s AvalonBay Communities AVB Stock Holding History

Glassman Wealth Services’s Portfolio AVB Stock Details AVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-148	Closed	-$27.7K	–	345
2023 Q4	$27.7K	Buy	148 +4	+3%	+$698	﹤0.01%	614
2023 Q3	$24.7K	Buy	144 +14	+11%	+$2.59K	﹤0.01%	608
2023 Q2	$24.6K	Buy	130 +2	+2%	+$357	﹤0.01%	574
2023 Q1	$21.5K	Buy	128 +1	+0.8%	+$171	﹤0.01%	621
2022 Q4	$20.5K	Sell	127 -1	-0.8%	-$170	﹤0.01%	658
2022 Q3	$24K	Buy	128 +25	+24%	+$5.04K	0.01%	564
2022 Q2	$20K	Buy	103 +4	+4%	+$866	﹤0.01%	615
2022 Q1	$25K	Buy	99 +31	+46%	+$7.57K	﹤0.01%	571
2021 Q4	$17K	Buy	68 +16	+31%	+$3.81K	﹤0.01%	641
2021 Q3	$12K	Buy	52 +13	+33%	+$2.92K	﹤0.01%	716
2021 Q2	$8K	Buy	39 +10	+34%	+$2K	﹤0.01%	793
2021 Q1	$5K	Buy	29 +12	+71%	+$2.1K	﹤0.01%	846
2020 Q4	$3K	Sell	17 -72	-81%	-$11.4K	﹤0.01%	950
2020 Q3	$13K	Buy	89 +49	+123%	+$7.5K	﹤0.01%	543
2020 Q2	$6K	Buy	40 +23	+135%	+$3.64K	﹤0.01%	576
2020 Q1	$3K	Hold	17	–	–	﹤0.01%	589
2019 Q4	$4K	Buy	17 +7	+70%	+$1.5K	﹤0.01%	600
2019 Q3	$2K	Hold	10	–	–	﹤0.01%	670
2019 Q2	$2K	Hold	10	–	–	﹤0.01%	691
2019 Q1	$2K	Buy	+10	New	+$1.91K	﹤0.01%	671
2018 Q4	–	Sell	-24	Closed	-$4K	–	774
2018 Q3	$4K	Hold	24	–	–	﹤0.01%	486
2018 Q2	$4K	Hold	24	–	–	﹤0.01%	447
2018 Q1	$4K	Hold	24	–	–	﹤0.01%	441
2017 Q4	$4K	Hold	24	–	–	﹤0.01%	419
2017 Q3	$4K	Hold	24	–	–	﹤0.01%	365
2017 Q2	$5K	Hold	24	–	–	﹤0.01%	353
2017 Q1	$4K	Hold	24	–	–	﹤0.01%	408
2016 Q4	$4K	Sell	24 -3	-11%	-$506	﹤0.01%	442
2016 Q3	$5K	Buy	27 +3	+13%	+$540	﹤0.01%	358
2016 Q2	$4K	Hold	24	–	–	﹤0.01%	392
2016 Q1	$5K	Hold	24	–	–	﹤0.01%	365
2015 Q4	$4K	Hold	24	–	–	﹤0.01%	380
2015 Q3	$4K	Hold	24	–	–	﹤0.01%	372
2015 Q2	$4K	Hold	24	–	–	﹤0.01%	382
2015 Q1	$4K	Hold	24	–	–	﹤0.01%	392
2014 Q4	$4K	Buy	+24	New	+$3.76K	﹤0.01%	431