Mayflower Financial Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,963
| Closed | -$750K | – | 341 |
|
2023
Q2 | $750K | Sell |
3,963
-283
| -7% | -$53.6K | 0.1% | 158 |
|
2023
Q1 | $714K | Buy |
4,246
+601
| +16% | +$101K | 0.09% | 157 |
|
2022
Q4 | $589K | Sell |
3,645
-129
| -3% | -$20.8K | 0.08% | 174 |
|
2022
Q3 | $695K | Buy |
3,774
+527
| +16% | +$97.1K | 0.11% | 139 |
|
2022
Q2 | $631K | Buy |
3,247
+936
| +41% | +$182K | 0.1% | 158 |
|
2022
Q1 | $574K | Buy |
2,311
+7
| +0.3% | +$1.74K | 0.08% | 181 |
|
2021
Q4 | $582K | Buy |
2,304
+1
| +0% | +$253 | 0.08% | 180 |
|
2021
Q3 | $526K | Buy |
2,303
+4
| +0.2% | +$914 | 0.07% | 183 |
|
2021
Q2 | $480K | Buy |
2,299
+1,000
| +77% | +$209K | 0.07% | 176 |
|
2021
Q1 | $240K | Buy |
+1,299
| New | +$240K | 0.04% | 254 |
|