QWP
Quotient Wealth Partners’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
1,376
-96
| -7% | -$19.5K | 0.01% | 284 |
|
|
2025
Q1 | $316K | Sell |
1,472
-437
| -23% | -$93.8K | 0.01% | 249 |
|
|
2024
Q4 | $420K | Sell |
1,909
-644
| -25% | -$142K | 0.01% | 196 |
|
|
2024
Q3 | $575K | Sell |
2,553
-197
| -7% | -$44.4K | 0.02% | 159 |
|
|
2024
Q2 | $569K | Buy |
2,750
+1,519
| +123% | +$314K | 0.02% | 161 |
|
|
2024
Q1 | $228K | Buy |
+1,231
| New | +$228K | 0.01% | 280 |
|