JFS Wealth Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-37
| Closed | -$6.87K | – | 1986 |
|
|
2024
Q1 | $6.87K | Hold |
37
| – | – | ﹤0.01% | 962 |
|
|
2023
Q4 | $6.93K | Hold |
37
| – | – | ﹤0.01% | 923 |
|
|
2023
Q3 | $6.36K | Sell |
37
-68
| -65% | -$11.7K | ﹤0.01% | 895 |
|
|
2023
Q2 | $19.9K | Hold |
105
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $17.6K | Buy |
105
+1
| +1% | +$167 | ﹤0.01% | 565 |
|
|
2022
Q4 | $16.8K | Buy |
104
+1
| +1% | +$161 | ﹤0.01% | 566 |
|
|
2022
Q3 | $19K | Hold |
103
| – | – | ﹤0.01% | 579 |
|
|
2022
Q2 | $20K | Buy |
103
+1
| +1% | +$194 | ﹤0.01% | 581 |
|
|
2022
Q1 | $25K | Hold |
102
| – | – | ﹤0.01% | 550 |
|
|
2021
Q4 | $26K | Hold |
102
| – | – | ﹤0.01% | 525 |
|
|
2021
Q3 | $23K | Buy |
102
+1
| +1% | +$225 | ﹤0.01% | 521 |
|
|
2021
Q2 | $21K | Hold |
101
| – | – | ﹤0.01% | 359 |
|
|
2021
Q1 | $19K | Buy |
101
+1
| +1% | +$188 | ﹤0.01% | 342 |
|
|
2020
Q4 | $16K | Buy |
100
+1
| +1% | +$160 | ﹤0.01% | 358 |
|
|
2020
Q3 | $15K | Hold |
99
| – | – | ﹤0.01% | 342 |
|
|
2020
Q2 | $15K | Buy |
99
+1
| +1% | +$152 | ﹤0.01% | 331 |
|
|
2020
Q1 | $14K | Hold |
98
| – | – | ﹤0.01% | 304 |
|
|
2019
Q4 | $20K | Buy |
98
+1
| +1% | +$204 | ﹤0.01% | 303 |
|
|
2019
Q3 | $21K | Hold |
97
| – | – | 0.01% | 295 |
|
|
2019
Q2 | $20K | Buy |
97
+1
| +1% | +$206 | 0.01% | 305 |
|
|
2019
Q1 | $19K | Hold |
96
| – | – | 0.01% | 300 |
|
|
2018
Q4 | $17K | Buy |
96
+1
| +1% | +$177 | ﹤0.01% | 297 |
|
|
2018
Q3 | $17K | Hold |
95
| – | – | ﹤0.01% | 338 |
|
|
2018
Q2 | $16K | Buy |
95
+1
| +1% | +$168 | ﹤0.01% | 329 |
|
|
2018
Q1 | $16K | Hold |
94
| – | – | ﹤0.01% | 333 |
|
|
2017
Q4 | $17K | Buy |
94
+1
| +1% | +$181 | ﹤0.01% | 341 |
|
|
2017
Q3 | $17K | Hold |
93
| – | – | ﹤0.01% | 336 |
|
|
2017
Q2 | $18K | Buy |
+93
| New | +$18K | ﹤0.01% | 308 |
|