Nicola Wealth Management’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,650
| Closed | -$3.37M | – | 113 |
|
|
2024
Q4 | $3.37M | Buy |
10,650
+1,200
| +13% | +$380K | 0.32% | 64 |
|
|
2024
Q3 | $2.88M | Buy |
9,450
+900
| +11% | +$274K | 0.23% | 74 |
|
|
2024
Q2 | $2.42M | Buy |
8,550
+800
| +10% | +$226K | 0.22% | 80 |
|
|
2024
Q1 | $1.95M | Sell |
7,750
-2,800
| -27% | -$704K | 0.19% | 86 |
|
|
2023
Q4 | $2.61M | Buy |
10,550
+1,750
| +20% | +$433K | 0.27% | 82 |
|
|
2023
Q3 | $2.04M | Buy |
+8,800
| New | +$2.04M | 0.22% | 87 |
|