West Coast Financial’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 | – | Sell |
-1,297
| Closed | -$278K | – | 14 |
|
|
2025
Q1 | $278K | Sell |
1,297
-34
| -3% | -$7.3K | 0.03% | 145 |
|
|
2024
Q4 | $293K | Sell |
1,331
-84
| -6% | -$18.5K | 0.03% | 137 |
|
|
2024
Q3 | $319K | Sell |
1,415
-303
| -18% | -$68.3K | 0.04% | 137 |
|
|
2024
Q2 | $355K | Sell |
1,718
-14
| -0.8% | -$2.9K | 0.04% | 117 |
|
|
2024
Q1 | $321K | Buy |
1,732
+65
| +4% | +$12.1K | 0.04% | 129 |
|
|
2023
Q4 | $312K | Hold |
1,667
| – | – | 0.04% | 123 |
|
|
2023
Q3 | $286K | Sell |
1,667
-5
| -0.3% | -$859 | 0.04% | 121 |
|
|
2023
Q2 | $316K | Sell |
1,672
-106
| -6% | -$20.1K | 0.04% | 120 |
|
|
2023
Q1 | $299K | Sell |
1,778
-248
| -12% | -$41.7K | 0.05% | 112 |
|
|
2022
Q4 | $327K | Buy |
2,026
+71
| +4% | +$11.5K | 0.06% | 100 |
|
|
2022
Q3 | $360K | Buy |
1,955
+876
| +81% | +$161K | 0.07% | 91 |
|
|
2022
Q2 | $210K | Buy |
+1,079
| New | +$210K | 0.04% | 123 |
|