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 |
|