Heritage Wealth Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.4K | Sell |
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|
2025
Q1 | $51.1K | Sell |
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|
2024
Q4 | $172K | Sell |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $208K | Hold |
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|
2024
Q1 | $186K | Sell |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $404K | Sell |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $549K | Sell |
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|
2022
Q1 | $714K | Sell |
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|
2021
Q4 | $789K | Buy |
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|
2021
Q3 | $637K | Buy |
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|
2021
Q2 | $589K | Buy |
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|
2021
Q1 | $497K | Buy |
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|
2020
Q4 | $398K | Buy |
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|
2020
Q3 | $297K | Buy |
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