Wealth Enhancement Advisory Services’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 | $1.68M | Buy |
8,271
+1,152
| +16% | +$233K | ﹤0.01% | 1449 |
|
|
2025
Q1 | $1.53M | Sell |
7,119
-592
| -8% | -$127K | ﹤0.01% | 1378 |
|
|
2024
Q4 | $1.7M | Sell |
7,711
-276
| -3% | -$60.7K | ﹤0.01% | 1253 |
|
|
2024
Q3 | $1.8M | Buy |
7,987
+975
| +14% | +$220K | ﹤0.01% | 1104 |
|
|
2024
Q2 | $1.45M | Sell |
7,012
-88
| -1% | -$18.2K | ﹤0.01% | 1120 |
|
|
2024
Q1 | $1.32M | Buy |
7,100
+720
| +11% | +$134K | ﹤0.01% | 1115 |
|
|
2023
Q4 | $1.19M | Buy |
6,380
+733
| +13% | +$137K | ﹤0.01% | 1094 |
|
|
2023
Q3 | $970K | Buy |
+5,647
| New | +$970K | ﹤0.01% | 1109 |
|
|
2018
Q4 | – | Sell |
-12,146
| Closed | -$2.15M | – | 166 |
|
|
2018
Q3 | $2.15M | Buy |
12,146
+906
| +8% | +$160K | 0.13% | 57 |
|
|
2018
Q2 | $1.93M | Buy |
+11,240
| New | +$1.93M | 0.12% | 68 |
|