Legacy Capital Wealth Partners’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
$348K Buy
1,712
+292
+21% +$59.4K 0.08% 281
2025
Q1
$305K Sell
1,420
-44
-3% -$9.44K 0.08% 276
2024
Q4
$322K Sell
1,464
-70
-5% -$15.4K 0.08% 261
2024
Q3
$345K Sell
1,534
-7
-0.5% -$1.58K 0.07% 256
2024
Q2
$319K Buy
+1,541
New +$319K 0.08% 234
2024
Q1
Sell
-1,594
Closed -$298K 132
2023
Q4
$298K Buy
1,594
+32
+2% +$5.99K 0.08% 213
2023
Q3
$268K Buy
+1,562
New +$268K 0.07% 223
2023
Q2
Sell
-1,402
Closed -$236K 57
2023
Q1
$236K Buy
+1,402
New +$236K 0.06% 223