LWM
LJI Wealth Management’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,919
| Closed | -$422K | – | 183 |
|
|
2024
Q4 | $422K | Hold |
1,919
| – | – | 0.08% | 105 |
|
|
2024
Q3 | $432K | Hold |
1,919
| – | – | 0.09% | 120 |
|
|
2024
Q2 | $397K | Hold |
1,919
| – | – | 0.09% | 117 |
|
|
2024
Q1 | $356K | Hold |
1,919
| – | – | 0.09% | 106 |
|
|
2023
Q4 | $359K | Hold |
1,919
| – | – | 0.09% | 118 |
|
|
2023
Q3 | $330K | Hold |
1,919
| – | – | 0.09% | 113 |
|
|
2023
Q2 | $363K | Hold |
1,919
| – | – | 0.11% | 99 |
|
|
2023
Q1 | $323K | Hold |
1,919
| – | – | 0.1% | 106 |
|
|
2022
Q4 | $310K | Buy |
+1,919
| New | +$310K | 0.11% | 96 |
|