Peak Financial Advisors’s AvalonBay Communities AVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,698
Closed -$2.16M 67
2022
Q1
$2.16M Buy
8,698
+3,464
+66% +$860K 1.85% 20
2021
Q4
$1.32M Buy
+5,234
New +$1.32M 1.02% 29