Michelson Medical Research Foundation’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,947
| Closed | -$428K | – | 27 |
|
|
2024
Q4 | $428K | Sell |
1,947
-14,383
| -88% | -$3.16M | 0.36% | 28 |
|
|
2024
Q3 | $3.68M | Sell |
16,330
-25,170
| -61% | -$5.67M | 2.59% | 16 |
|
|
2024
Q2 | $8.59M | Sell |
41,500
-2,985
| -7% | -$618K | 7.38% | 4 |
|
|
2024
Q1 | $8.25M | Hold |
44,485
| – | – | 5% | 8 |
|
|
2023
Q4 | $8.33M | Hold |
44,485
| – | – | 5.49% | 7 |
|
|
2023
Q3 | $7.64M | Hold |
44,485
| – | – | 5.16% | 8 |
|
|
2023
Q2 | $8.42M | Hold |
44,485
| – | – | 5.99% | 7 |
|
|
2023
Q1 | $7.48M | Hold |
44,485
| – | – | 5.86% | 7 |
|
|
2022
Q4 | $7.19M | Buy |
+44,485
| New | +$7.19M | 4.65% | 8 |
|