SOA Wealth Advisors’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$557 | – | 855 |
|
|
2024
Q1 | $557 | Hold |
3
| – | – | ﹤0.01% | 799 |
|
|
2023
Q4 | $562 | Hold |
3
| – | – | ﹤0.01% | 794 |
|
|
2023
Q3 | $515 | Hold |
3
| – | – | ﹤0.01% | 820 |
|
|
2023
Q2 | $568 | Hold |
3
| – | – | ﹤0.01% | 820 |
|
|
2023
Q1 | $504 | Hold |
3
| – | – | ﹤0.01% | 844 |
|
|
2022
Q4 | $485 | Hold |
3
| – | – | ﹤0.01% | 845 |
|
|
2022
Q3 | $0 | Sell |
3
-4
| -57% | – | ﹤0.01% | 823 |
|
|
2022
Q2 | $1K | Sell |
7
-58
| -89% | -$8.29K | ﹤0.01% | 734 |
|
|
2022
Q1 | $16K | Hold |
65
| – | – | ﹤0.01% | 500 |
|
|
2021
Q4 | $16K | Hold |
65
| – | – | ﹤0.01% | 479 |
|
|
2021
Q3 | $14K | Hold |
65
| – | – | ﹤0.01% | 512 |
|
|
2021
Q2 | $13K | Sell |
65
-8
| -11% | -$1.6K | ﹤0.01% | 522 |
|
|
2021
Q1 | $13K | Sell |
73
-23
| -24% | -$4.1K | ﹤0.01% | 467 |
|
|
2020
Q4 | $16K | Buy |
+96
| New | +$16K | ﹤0.01% | 436 |
|