Naviter Wealth’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 | $2.28M | Buy |
11,094
+853
| +8% | +$175K | 0.28% | 97 |
|
|
2025
Q1 | $2.19M | Buy |
10,241
+269
| +3% | +$57.5K | 0.27% | 105 |
|
|
2024
Q4 | $2.21M | Buy |
9,972
+867
| +10% | +$192K | 0.27% | 102 |
|
|
2024
Q3 | $2.07M | Sell |
9,105
-964
| -10% | -$219K | 0.29% | 104 |
|
|
2024
Q2 | $2.1M | Buy |
10,069
+356
| +4% | +$74.3K | 0.31% | 84 |
|
|
2024
Q1 | $1.82M | Buy |
9,713
+1,251
| +15% | +$234K | 0.3% | 97 |
|
|
2023
Q4 | $1.6M | Buy |
8,462
+909
| +12% | +$172K | 0.32% | 84 |
|
|
2023
Q3 | $1.31M | Buy |
7,553
+474
| +7% | +$82.2K | 0.32% | 79 |
|
|
2023
Q2 | $1.35M | Buy |
7,079
+859
| +14% | +$164K | 0.34% | 77 |
|
|
2023
Q1 | $1.06M | Buy |
6,220
+1,160
| +23% | +$197K | 0.37% | 77 |
|
|
2022
Q4 | $876K | Buy |
5,060
+1,180
| +30% | +$204K | 0.24% | 96 |
|
|
2022
Q3 | $721K | Buy |
+3,880
| New | +$721K | 0.29% | 78 |
|