Marcum Wealth’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,193
| Closed | -$205K | – | 386 |
|
|
2023
Q3 | $205K | Sell |
1,193
-387
| -24% | -$66.5K | 0.02% | 314 |
|
|
2023
Q2 | $299K | Sell |
1,580
-140
| -8% | -$26.5K | 0.04% | 249 |
|
|
2023
Q1 | $289K | Buy |
1,720
+481
| +39% | +$80.8K | 0.04% | 248 |
|
|
2022
Q4 | $200K | Buy |
1,239
+65
| +6% | +$10.5K | 0.03% | 310 |
|
|
2022
Q3 | $216K | Buy |
+1,174
| New | +$216K | 0.03% | 291 |
|
|
2022
Q2 | – | Sell |
-882
| Closed | -$219K | – | 385 |
|
|
2022
Q1 | $219K | Buy |
882
+5
| +0.6% | +$1.24K | 0.03% | 304 |
|
|
2021
Q4 | $222K | Buy |
+877
| New | +$222K | 0.03% | 309 |
|