Integrated Wealth Management’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-100
| Closed | -$18K | – | 285 |
|
|
2016
Q3 | $18K | Sell |
100
-8
| -7% | -$1.44K | 0.01% | 624 |
|
|
2016
Q2 | $19K | Hold |
108
| – | – | 0.01% | 599 |
|
|
2016
Q1 | $21K | Sell |
108
-52
| -33% | -$10.1K | 0.01% | 543 |
|
|
2015
Q4 | $29K | Hold |
160
| – | – | 0.01% | 494 |
|
|
2015
Q3 | $28K | Hold |
160
| – | – | 0.01% | 491 |
|
|
2015
Q2 | $26K | Hold |
160
| – | – | 0.01% | 529 |
|
|
2015
Q1 | $27K | Buy |
+160
| New | +$27K | 0.01% | 499 |
|