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Heritage Trust’s AvalonBay Communities AVB Stock Holding History

Heritage Trust’s Portfolio AVB Stock Details AVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,843
Closed -$610K – 297
2025
Q1 		$610K Sell
2,843
-51
-2% -$10.9K 0.07% 193
2024
Q4 		$637K Buy
+2,894
New +$637K 0.08% 185