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OneAscent Wealth Management’s AvalonBay Communities AVB Stock Holding History

OneAscent Wealth Management’s Portfolio AVB Stock Details AVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,733
Closed -$393K – 162
2024
Q3 		$393K Buy
1,733
+441
+34% +$100K 0.15% 95
2024
Q2 		$267K Buy
+1,292
New +$267K 0.14% 79