Surevest’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 428 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 432 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 442 |
|
|
2020
Q1 | – | Sell |
-12,039
| Closed | -$2.53M | – | 99 |
|
|
2019
Q4 | $2.53M | Buy |
12,039
+483
| +4% | +$101K | 1.08% | 22 |
|
|
2019
Q3 | $2.49M | Buy |
11,556
+310
| +3% | +$66.7K | 1.22% | 17 |
|
|
2019
Q2 | $2.29M | Buy |
11,246
+931
| +9% | +$189K | 1.19% | 19 |
|
|
2019
Q1 | $2.07M | Buy |
10,315
+1,535
| +17% | +$308K | 1.27% | 29 |
|
|
2018
Q4 | $1.53M | Buy |
+8,780
| New | +$1.53M | 1.21% | 29 |
|