Heritage Wealth Advisors’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 | $46.4K | Sell |
228
-10
| -4% | -$2.04K | ﹤0.01% | 304 |
|
|
2025
Q1 | $51.1K | Sell |
238
-543
| -70% | -$117K | ﹤0.01% | 301 |
|
|
2024
Q4 | $172K | Sell |
781
-223
| -22% | -$49.1K | 0.01% | 215 |
|
|
2024
Q3 | $226K | Hold |
1,004
| – | – | 0.01% | 198 |
|
|
2024
Q2 | $208K | Hold |
1,004
| – | – | 0.01% | 196 |
|
|
2024
Q1 | $186K | Sell |
1,004
-394
| -28% | -$73.1K | 0.01% | 219 |
|
|
2023
Q4 | $262K | Sell |
1,398
-478
| -25% | -$89.5K | 0.01% | 190 |
|
|
2023
Q3 | $322K | Sell |
1,876
-682
| -27% | -$117K | 0.02% | 161 |
|
|
2023
Q2 | $484K | Buy |
2,558
+1
| +0% | +$189 | 0.03% | 136 |
|
|
2023
Q1 | $430K | Buy |
2,557
+54
| +2% | +$9.08K | 0.02% | 139 |
|
|
2022
Q4 | $404K | Sell |
2,503
-285
| -10% | -$46K | 0.02% | 149 |
|
|
2022
Q3 | $514K | Sell |
2,788
-38
| -1% | -$7K | 0.04% | 119 |
|
|
2022
Q2 | $549K | Sell |
2,826
-48
| -2% | -$9.33K | 0.04% | 121 |
|
|
2022
Q1 | $714K | Sell |
2,874
-248
| -8% | -$61.6K | 0.04% | 105 |
|
|
2021
Q4 | $789K | Buy |
3,122
+250
| +9% | +$63.2K | 0.04% | 111 |
|
|
2021
Q3 | $637K | Buy |
2,872
+51
| +2% | +$11.3K | 0.04% | 123 |
|
|
2021
Q2 | $589K | Buy |
2,821
+129
| +5% | +$26.9K | 0.04% | 127 |
|
|
2021
Q1 | $497K | Buy |
2,692
+209
| +8% | +$38.6K | 0.03% | 138 |
|
|
2020
Q4 | $398K | Buy |
2,483
+493
| +25% | +$79K | 0.02% | 146 |
|
|
2020
Q3 | $297K | Buy |
+1,990
| New | +$297K | 0.04% | 125 |
|