HPWM
Highland Private Wealth Management’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,606
| Closed | -$296K | – | 15 |
|
|
2022
Q3 | $296K | Buy |
1,606
+25
| +2% | +$4.61K | 0.05% | 130 |
|
|
2022
Q2 | $307K | Sell |
1,581
-33
| -2% | -$6.41K | 0.05% | 124 |
|
|
2022
Q1 | $401K | Buy |
1,614
+4
| +0.2% | +$994 | 0.05% | 111 |
|
|
2021
Q4 | $407K | Buy |
1,610
+12
| +0.8% | +$3.03K | 0.05% | 109 |
|
|
2021
Q3 | $354K | Buy |
1,598
+18
| +1% | +$3.99K | 0.05% | 120 |
|
|
2021
Q2 | $330K | Buy |
1,580
+5
| +0.3% | +$1.04K | 0.05% | 122 |
|
|
2021
Q1 | $290K | Buy |
+1,575
| New | +$290K | 0.05% | 120 |
|