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 |
|