NewEdge 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 | $1.02M | Buy |
5,418
+1,936
| +56% | +$364K | 0.02% | 525 |
|
|
2025
Q1 | $747K | Buy |
3,482
+1,211
| +53% | +$260K | 0.01% | 540 |
|
|
2024
Q4 | $500K | Buy |
2,271
+246
| +12% | +$54.1K | 0.01% | 638 |
|
|
2024
Q3 | $456K | Buy |
2,025
+444
| +28% | +$100K | 0.01% | 638 |
|
|
2024
Q2 | $327K | Sell |
1,581
-17
| -1% | -$3.52K | 0.01% | 630 |
|
|
2024
Q1 | $308K | Sell |
1,598
-25
| -2% | -$4.81K | 0.01% | 658 |
|
|
2023
Q4 | $304K | Sell |
1,623
-15
| -0.9% | -$2.81K | 0.01% | 616 |
|
|
2023
Q3 | $281K | Sell |
1,638
-8
| -0.5% | -$1.37K | 0.01% | 556 |
|
|
2023
Q2 | $312K | Sell |
1,646
-45
| -3% | -$8.52K | 0.01% | 535 |
|
|
2023
Q1 | $284K | Buy |
1,691
+114
| +7% | +$19.2K | 0.01% | 513 |
|
|
2022
Q4 | $255K | Sell |
1,577
-467
| -23% | -$75.4K | 0.01% | 477 |
|
|
2022
Q3 | $376K | Buy |
+2,044
| New | +$376K | 0.02% | 388 |
|