Stratos Wealth Partners’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 | – | Sell |
-1,187
| Closed | -$255K | – | 1423 |
|
2025
Q1 | $255K | Sell |
1,187
-73
| -6% | -$15.7K | ﹤0.01% | 1162 |
|
2024
Q4 | $277K | Buy |
1,260
+288
| +30% | +$63.4K | ﹤0.01% | 1179 |
|
2024
Q3 | $219K | Sell |
972
-284
| -23% | -$64K | ﹤0.01% | 1298 |
|
2024
Q2 | $260K | Buy |
+1,256
| New | +$260K | ﹤0.01% | 1148 |
|
2022
Q3 | – | Sell |
-2,239
| Closed | -$435K | – | 1122 |
|
2022
Q2 | $435K | Buy |
2,239
+1,411
| +170% | +$274K | 0.01% | 785 |
|
2022
Q1 | $206K | Buy |
+828
| New | +$206K | ﹤0.01% | 1164 |
|
2018
Q2 | – | Sell |
-85
| Closed | -$14K | – | 1081 |
|
2018
Q1 | $14K | Sell |
85
-72
| -46% | -$11.9K | ﹤0.01% | 2155 |
|
2017
Q4 | $28K | Buy |
+157
| New | +$28K | ﹤0.01% | 1784 |
|