OneDigital Investment Advisors’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 | $257K | Sell |
1,263
-10
| -0.8% | -$2.04K | ﹤0.01% | 1248 |
|
|
2025
Q1 | $273K | Buy |
1,273
+28
| +2% | +$6.01K | ﹤0.01% | 1159 |
|
|
2024
Q4 | $274K | Buy |
1,245
+1
| +0.1% | +$220 | ﹤0.01% | 1175 |
|
|
2024
Q3 | $280K | Buy |
1,244
+55
| +5% | +$12.4K | ﹤0.01% | 1191 |
|
|
2024
Q2 | $246K | Buy |
+1,189
| New | +$246K | ﹤0.01% | 1195 |
|
|
2024
Q1 | – | Sell |
-2,111
| Closed | -$395K | – | 1093 |
|
|
2023
Q4 | $395K | Buy |
+2,111
| New | +$395K | 0.01% | 812 |
|