NWM
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Napa Wealth Management’s AvalonBay Communities AVB Stock Holding History

Napa Wealth Management’s Portfolio AVB Stock Details AVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,280
Closed -$288K – 176
2024
Q3 		$288K Buy
1,280
+243
+23% +$54.7K 0.14% 141
2024
Q2 		$215K Buy
+1,037
New +$215K 0.14% 106