Mount Yale Investment Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $15.9K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $359K | Buy |
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|
2019
Q4 | $411K | Buy |
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|
2019
Q3 | $350K | Buy |
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|
2019
Q2 | $322K | Buy |
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|
2019
Q1 | $305K | Sell |
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|
2018
Q4 | $301K | Sell |
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|
2018
Q3 | $294K | Buy |
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|
2018
Q2 | $274K | Buy |
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|
2018
Q1 | $201K | Buy |
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