Wealthspire Advisors (Maryland)’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-793
| Closed | -$159K | – | 588 |
|
|
2019
Q1 | $159K | Sell |
793
-20
| -2% | -$4.01K | 0.01% | 491 |
|
|
2018
Q4 | $142K | Buy |
813
+367
| +82% | +$64.1K | 0.01% | 497 |
|
|
2018
Q3 | $81K | Buy |
446
+10
| +2% | +$1.82K | 0.01% | 773 |
|
|
2018
Q2 | $75K | Buy |
436
+11
| +3% | +$1.89K | 0.01% | 813 |
|
|
2018
Q1 | $70K | Buy |
425
+20
| +5% | +$3.29K | 0.01% | 856 |
|
|
2017
Q4 | $72K | Buy |
405
+204
| +101% | +$36.3K | 0.01% | 851 |
|
|
2017
Q3 | $36K | Sell |
201
-113
| -36% | -$20.2K | ﹤0.01% | 1090 |
|
|
2017
Q2 | $60K | Buy |
314
+29
| +10% | +$5.54K | 0.01% | 881 |
|
|
2017
Q1 | $52K | Buy |
285
+24
| +9% | +$4.38K | 0.01% | 785 |
|
|
2016
Q4 | $46K | Sell |
261
-322
| -55% | -$56.8K | 0.01% | 789 |
|
|
2016
Q3 | $104K | Buy |
583
+476
| +445% | +$84.9K | 0.02% | 555 |
|
|
2016
Q2 | $19K | Sell |
107
-543
| -84% | -$96.4K | ﹤0.01% | 1000 |
|
|
2016
Q1 | $124K | Buy |
650
+75
| +13% | +$14.3K | 0.02% | 475 |
|
|
2015
Q4 | $106K | Buy |
+575
| New | +$106K | 0.02% | 505 |
|