Quotient Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$260K Sell
2025
Q2
$280K Sell
2025
Q1
$316K Sell
2024
Q4
$420K Sell
2024
Q3
$575K Sell
2024
Q2
$569K Buy
2024
Q1
$228K Buy