Nelson Capital Management’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-409
| Closed | -$88K | – | 113 |
|
|
2019
Q3 | $88K | Hold |
409
| – | – | 0.02% | 120 |
|
|
2019
Q2 | $83K | Hold |
409
| – | – | 0.02% | 123 |
|
|
2019
Q1 | $82K | Hold |
409
| – | – | 0.02% | 111 |
|
|
2018
Q4 | $71K | Hold |
409
| – | – | 0.02% | 115 |
|
|
2018
Q3 | $74K | Hold |
409
| – | – | 0.02% | 114 |
|
|
2018
Q2 | $70K | Sell |
409
-30
| -7% | -$5.13K | 0.02% | 114 |
|
|
2018
Q1 | $72K | Hold |
439
| – | – | 0.02% | 118 |
|
|
2017
Q4 | $78K | Hold |
439
| – | – | 0.02% | 113 |
|
|
2017
Q3 | $78K | Hold |
439
| – | – | 0.03% | 109 |
|
|
2017
Q2 | $84K | Hold |
439
| – | – | 0.03% | 108 |
|
|
2017
Q1 | $81K | Hold |
439
| – | – | 0.03% | 110 |
|
|
2016
Q4 | $78K | Sell |
439
-8
| -2% | -$1.42K | 0.03% | 107 |
|
|
2016
Q3 | $79K | Hold |
447
| – | – | 0.03% | 107 |
|
|
2016
Q2 | $81K | Buy |
+447
| New | +$81K | 0.03% | 97 |
|