Wealthcare Advisory Partners’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-120
| Closed | -$22K | – | 645 |
|
|
2021
Q1 | $22K | Buy |
+120
| New | +$22K | ﹤0.01% | 1164 |
|
|
2020
Q2 | – | Sell |
-125
| Closed | -$18K | – | 387 |
|
|
2020
Q1 | $18K | Buy |
125
+8
| +7% | +$1.15K | ﹤0.01% | 756 |
|
|
2019
Q4 | $25K | Hold |
117
| – | – | ﹤0.01% | 697 |
|
|
2019
Q3 | $25K | Hold |
117
| – | – | ﹤0.01% | 686 |
|
|
2019
Q2 | $24K | Buy |
117
+73
| +166% | +$15K | ﹤0.01% | 680 |
|
|
2019
Q1 | $9K | Buy |
+44
| New | +$9K | ﹤0.01% | 831 |
|
|
2017
Q4 | – | Sell |
-10
| Closed | -$2K | – | 1075 |
|
|
2017
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 751 |
|