Pacific Capital Wealth 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
Q1 | – | Sell |
-55
| Closed | -$12.1K | – | 112 |
|
|
2024
Q4 | $12.1K | Sell |
55
-3
| -5% | -$660 | ﹤0.01% | 258 |
|
|
2024
Q3 | $13.1K | Buy |
58
+3
| +5% | +$676 | ﹤0.01% | 277 |
|
|
2024
Q2 | $11.4K | Hold |
55
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $10.2K | Hold |
55
| – | – | ﹤0.01% | 228 |
|
|
2023
Q4 | $10.3K | Buy |
+55
| New | +$10.3K | ﹤0.01% | 218 |
|