Sterling Investment Management’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.21M | Hold |
5,953
| – | – | 0.8% | 36 |
|
2025
Q1 | $1.28M | Sell |
5,953
-1,488
| -20% | -$319K | 0.91% | 33 |
|
2024
Q4 | $1.64M | Sell |
7,441
-1,597
| -18% | -$351K | 1.29% | 28 |
|
2024
Q3 | $2.04M | Hold |
9,038
| – | – | 1.54% | 26 |
|
2024
Q2 | $1.87M | Hold |
9,038
| – | – | 1.42% | 26 |
|
2024
Q1 | $1.68M | Buy |
9,038
+359
| +4% | +$66.6K | 1.18% | 27 |
|
2023
Q4 | $1.62M | Buy |
+8,679
| New | +$1.62M | 1.19% | 30 |
|