Venturi Wealth 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
Q1 | – | Sell |
-607
| Closed | -$134K | – | 668 |
|
|
2024
Q4 | $134K | Buy |
607
+344
| +131% | +$75.7K | 0.01% | 661 |
|
|
2024
Q3 | $59.2K | Buy |
263
+30
| +13% | +$6.76K | ﹤0.01% | 710 |
|
|
2024
Q2 | $48.2K | Buy |
233
+122
| +110% | +$25.2K | ﹤0.01% | 676 |
|
|
2024
Q1 | $20.6K | Sell |
111
-13
| -10% | -$2.41K | ﹤0.01% | 731 |
|
|
2023
Q4 | $23.2K | Buy |
124
+32
| +35% | +$5.99K | ﹤0.01% | 660 |
|
|
2023
Q3 | $15.8K | Buy |
+92
| New | +$15.8K | ﹤0.01% | 691 |
|