JWM
Janiczek Wealth Management’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $76.6K | Sell |
370
-224
| -38% | -$46.4K | 0.02% | 334 |
|
|
2024
Q1 | $110K | Hold |
594
| – | – | 0.02% | 271 |
|
|
2023
Q4 | $111K | Sell |
594
-30
| -5% | -$5.62K | 0.03% | 248 |
|
|
2023
Q3 | $107K | Buy |
624
+66
| +12% | +$11.3K | 0.03% | 234 |
|
|
2023
Q2 | $106K | Buy |
558
+43
| +8% | +$8.14K | 0.03% | 206 |
|
|
2023
Q1 | $87.5K | Buy |
515
+256
| +99% | +$43.5K | 0.02% | 234 |
|
|
2022
Q4 | $44.1K | Sell |
259
-122
| -32% | -$20.8K | 0.01% | 335 |
|
|
2022
Q3 | $65K | Buy |
381
+24
| +7% | +$4.09K | 0.02% | 269 |
|
|
2022
Q2 | $76K | Buy |
357
+47
| +15% | +$10K | 0.02% | 239 |
|
|
2022
Q1 | $77K | Buy |
310
+49
| +19% | +$12.2K | 0.02% | 244 |
|
|
2021
Q4 | $66K | Buy |
261
+39
| +18% | +$9.86K | 0.02% | 260 |
|
|
2021
Q3 | $49K | Buy |
222
+82
| +59% | +$18.1K | 0.02% | 288 |
|
|
2021
Q2 | $29K | Buy |
140
+41
| +41% | +$8.49K | 0.01% | 356 |
|
|
2021
Q1 | $18K | Buy |
99
+46
| +87% | +$8.36K | 0.01% | 417 |
|
|
2020
Q4 | $9K | Buy |
53
+39
| +279% | +$6.62K | ﹤0.01% | 486 |
|
|
2020
Q3 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 496 |
|