Kestra Private Wealth Services’s AvalonBay Communities AVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
1,437
-253
-15% -$51.5K ﹤0.01% 1291
2025
Q1
$363K Buy
1,690
+28
+2% +$6.01K 0.01% 1102
2024
Q4
$366K Buy
1,662
+92
+6% +$20.2K 0.01% 1055
2024
Q3
$356K Buy
1,570
+392
+33% +$89K 0.01% 1024
2024
Q2
$246K Buy
1,178
+56
+5% +$11.7K ﹤0.01% 1126
2024
Q1
$210K Buy
+1,122
New +$210K ﹤0.01% 1168