GWA
Gratus Wealth Advisors’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,254
| Closed | -$269K | – | 132 |
|
|
2025
Q1 | $269K | Sell |
1,254
-37
| -3% | -$7.94K | 0.04% | 113 |
|
|
2024
Q4 | $284K | Sell |
1,291
-9
| -0.7% | -$1.98K | 0.05% | 114 |
|
|
2024
Q3 | $283K | Buy |
1,300
+266
| +26% | +$58K | 0.05% | 119 |
|
|
2024
Q2 | $214K | Buy |
+1,034
| New | +$214K | 0.04% | 130 |
|