Mount Yale Investment Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Buy |
+78
| New | +$15.9K | ﹤0.01% | 1077 |
|
|
2020
Q2 | – | Sell |
-2,437
| Closed | -$359K | – | 335 |
|
|
2020
Q1 | $359K | Buy |
2,437
+538
| +28% | +$79.3K | 0.08% | 225 |
|
|
2019
Q4 | $411K | Buy |
1,899
+224
| +13% | +$48.5K | 0.07% | 241 |
|
|
2019
Q3 | $350K | Buy |
1,675
+98
| +6% | +$20.5K | 0.06% | 250 |
|
|
2019
Q2 | $322K | Buy |
1,577
+58
| +4% | +$11.8K | 0.06% | 254 |
|
|
2019
Q1 | $305K | Sell |
1,519
-26
| -2% | -$5.22K | 0.06% | 254 |
|
|
2018
Q4 | $301K | Sell |
1,545
-66
| -4% | -$12.9K | 0.06% | 252 |
|
|
2018
Q3 | $294K | Buy |
1,611
+17
| +1% | +$3.1K | 0.05% | 258 |
|
|
2018
Q2 | $274K | Buy |
1,594
+371
| +30% | +$63.8K | 0.05% | 265 |
|
|
2018
Q1 | $201K | Buy |
+1,223
| New | +$201K | 0.04% | 290 |
|