Global Retirement Partners’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 | $101K | Buy |
+498
| New | +$101K | ﹤0.01% | 1430 |
|
|
2024
Q4 | $120K | Buy |
544
+323
| +146% | +$71.1K | ﹤0.01% | 1184 |
|
|
2024
Q3 | $49.8K | Buy |
221
+53
| +32% | +$11.9K | ﹤0.01% | 1557 |
|
|
2024
Q2 | $34.8K | Buy |
168
+15
| +10% | +$3.1K | ﹤0.01% | 1719 |
|
|
2024
Q1 | $28.4K | Buy |
153
+37
| +32% | +$6.87K | ﹤0.01% | 1662 |
|
|
2023
Q4 | $20.9K | Buy |
116
+7
| +6% | +$1.26K | ﹤0.01% | 1738 |
|
|
2023
Q3 | $18.3K | Buy |
109
+22
| +25% | +$3.7K | ﹤0.01% | 1684 |
|
|
2023
Q2 | $16.5K | Buy |
87
+7
| +9% | +$1.33K | ﹤0.01% | 1753 |
|
|
2023
Q1 | $14.2K | Buy |
80
+33
| +70% | +$5.87K | ﹤0.01% | 1783 |
|
|
2022
Q4 | $7.59K | Buy |
47
+27
| +135% | +$4.36K | ﹤0.01% | 1881 |
|
|
2022
Q3 | $4K | Sell |
20
-29
| -59% | -$5.8K | ﹤0.01% | 1975 |
|
|
2022
Q2 | $10K | Buy |
49
+18
| +58% | +$3.67K | ﹤0.01% | 1608 |
|
|
2022
Q1 | $6K | Buy |
+31
| New | +$6K | ﹤0.01% | 1806 |
|
|
2021
Q4 | – | Sell |
-29
| Closed | -$6K | – | 353 |
|
|
2021
Q3 | $6K | Buy |
29
+15
| +107% | +$3.1K | ﹤0.01% | 1546 |
|
|
2021
Q2 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 1652 |
|
|
2020
Q3 | – | Sell |
-11
| Closed | -$2K | – | 1621 |
|
|
2020
Q2 | $2K | Sell |
11
-34
| -76% | -$6.18K | ﹤0.01% | 1435 |
|
|
2020
Q1 | $7K | Sell |
45
-19
| -30% | -$2.96K | ﹤0.01% | 1124 |
|
|
2019
Q4 | $13K | Buy |
64
+38
| +146% | +$7.72K | ﹤0.01% | 1085 |
|
|
2019
Q3 | $6K | Hold |
26
| – | – | ﹤0.01% | 1236 |
|
|
2019
Q2 | $5K | Sell |
26
-15
| -37% | -$2.89K | ﹤0.01% | 1268 |
|
|
2019
Q1 | $8K | Hold |
41
| – | – | ﹤0.01% | 1103 |
|
|
2018
Q4 | $7K | Sell |
41
-9
| -18% | -$1.54K | ﹤0.01% | 1058 |
|
|
2018
Q3 | $9K | Hold |
50
| – | – | ﹤0.01% | 1053 |
|
|
2018
Q2 | $9K | Buy |
+50
| New | +$9K | ﹤0.01% | 1016 |
|