SWS
SYSTM Wealth Solutions’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,855
| Closed | -$386K | – | 133 |
|
|
2024
Q2 | $386K | Buy |
1,855
+49
| +3% | +$10.2K | 0.09% | 157 |
|
|
2024
Q1 | $337K | Buy |
1,806
+13
| +0.7% | +$2.43K | 0.04% | 332 |
|
|
2023
Q4 | $338K | Buy |
1,793
+533
| +42% | +$100K | 0.05% | 317 |
|
|
2023
Q3 | $216K | Sell |
1,260
-270
| -18% | -$46.4K | 0.03% | 423 |
|
|
2023
Q2 | $290K | Buy |
+1,530
| New | +$290K | 0.04% | 395 |
|