Wealth Alliance’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 | $464K | Buy |
2,282
+651
| +40% | +$132K | 0.05% | 303 |
|
|
2025
Q1 | $350K | Buy |
1,631
+112
| +7% | +$24K | 0.04% | 357 |
|
|
2024
Q4 | $334K | Sell |
1,519
-16
| -1% | -$3.52K | 0.04% | 353 |
|
|
2024
Q3 | $346K | Sell |
1,535
-73
| -5% | -$16.4K | 0.04% | 365 |
|
|
2024
Q2 | $333K | Sell |
1,608
-16
| -1% | -$3.31K | 0.04% | 361 |
|
|
2024
Q1 | $301K | Buy |
1,624
+29
| +2% | +$5.38K | 0.04% | 400 |
|
|
2023
Q4 | $299K | Buy |
1,595
+88
| +6% | +$16.5K | 0.04% | 383 |
|
|
2023
Q3 | $259K | Sell |
1,507
-166
| -10% | -$28.5K | 0.04% | 390 |
|
|
2023
Q2 | $317K | Buy |
1,673
+74
| +5% | +$14K | 0.05% | 363 |
|
|
2023
Q1 | $269K | Buy |
+1,599
| New | +$269K | 0.04% | 396 |
|
|
2022
Q4 | – | Sell |
-1,139
| Closed | -$210K | – | 490 |
|
|
2022
Q3 | $210K | Sell |
1,139
-228
| -17% | -$42K | 0.04% | 411 |
|
|
2022
Q2 | $266K | Buy |
+1,367
| New | +$266K | 0.05% | 352 |
|
|
2020
Q3 | – | Sell |
-1,682
| Closed | -$260K | – | 315 |
|
|
2020
Q2 | $260K | Buy |
+1,682
| New | +$260K | 0.1% | 246 |
|