Penn Capital Management’s AvalonBay Communities AVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,416
Closed -$229K 156
2022
Q4
$229K Sell
1,416
-197
-12% -$31.8K 0.02% 162
2022
Q3
$297K Sell
1,613
-84
-5% -$15.5K 0.03% 167
2022
Q2
$330K Buy
+1,697
New +$330K 0.04% 179