PPWM
PFG Private Wealth Management’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-584
| Closed | -$125K | – | 71 |
|
|
2025
Q1 | $125K | Buy |
584
+22
| +4% | +$4.72K | 0.07% | 80 |
|
|
2024
Q4 | $124K | Sell |
562
-3
| -0.5% | -$660 | 0.07% | 74 |
|
|
2024
Q3 | $127K | Sell |
565
-3
| -0.5% | -$676 | 0.07% | 76 |
|
|
2024
Q2 | $118K | Sell |
568
-5
| -0.9% | -$1.03K | 0.07% | 76 |
|
|
2024
Q1 | $106K | Buy |
573
+18
| +3% | +$3.34K | 0.07% | 77 |
|
|
2023
Q4 | $104K | Buy |
555
+370
| +200% | +$69.3K | 0.07% | 70 |
|
|
2023
Q3 | $31.8K | Sell |
185
-391
| -68% | -$67.2K | 0.02% | 134 |
|
|
2023
Q2 | $109K | Buy |
576
+2
| +0.3% | +$379 | 0.06% | 93 |
|
|
2023
Q1 | $96.5K | Buy |
574
+178
| +45% | +$29.9K | 0.06% | 102 |
|
|
2022
Q4 | $64K | Buy |
+396
| New | +$64K | 0.04% | 126 |
|