StrongBox Wealth’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,154
| Closed | -$218K | – | 82 |
|
|
2023
Q2 | $218K | Sell |
1,154
-424
| -27% | -$80.3K | 0.14% | 83 |
|
|
2023
Q1 | $265K | Sell |
1,578
-4,041
| -72% | -$679K | 0.18% | 72 |
|
|
2022
Q4 | $908K | Sell |
5,619
-1,252
| -18% | -$202K | 0.64% | 48 |
|
|
2022
Q3 | $1.27M | Buy |
6,871
+953
| +16% | +$176K | 0.92% | 37 |
|
|
2022
Q2 | $1.15M | Buy |
5,918
+558
| +10% | +$108K | 0.74% | 45 |
|
|
2022
Q1 | $1.33M | Buy |
+5,360
| New | +$1.33M | 0.76% | 46 |
|