Impact Partnership Wealth’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,788
| Closed | -$613K | – | 267 |
|
|
2024
Q4 | $613K | Buy |
+2,788
| New | +$613K | 0.12% | 100 |
|
|
2024
Q2 | – | Sell |
-2,594
| Closed | -$481K | – | 247 |
|
|
2024
Q1 | $481K | Sell |
2,594
-369
| -12% | -$68.5K | 0.19% | 78 |
|
|
2023
Q4 | $555K | Buy |
2,963
+2,891
| +4,015% | +$541K | 0.2% | 71 |
|
|
2023
Q3 | $12.4K | Sell |
72
-3,144
| -98% | -$540K | ﹤0.01% | 559 |
|
|
2023
Q2 | $609K | Buy |
+3,216
| New | +$609K | 0.21% | 46 |
|