MSWM
Mowery & Schoenfeld Wealth Management’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5K | Hold |
194
| – | – | 0.06% | 127 |
|
|
2025
Q1 | $41.7K | Sell |
194
-3
| -2% | -$644 | 0.08% | 142 |
|
|
2024
Q4 | $43.3K | Buy |
197
+23
| +13% | +$5.06K | 0.08% | 120 |
|
|
2024
Q3 | $39.2K | Hold |
174
| – | – | 0.06% | 114 |
|
|
2024
Q2 | $36K | Buy |
+174
| New | +$36K | 0.05% | 117 |
|