WFG Advisors’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $161K | Buy |
839
+167
| +25% | +$32K | 0.04% | 421 |
|
|
2017
Q1 | $123K | Sell |
672
-345
| -34% | -$63.1K | 0.03% | 439 |
|
|
2016
Q4 | $180K | Buy |
1,017
+4
| +0.4% | +$708 | 0.04% | 405 |
|
|
2016
Q3 | $180K | Buy |
1,013
+783
| +340% | +$139K | 0.04% | 391 |
|
|
2016
Q2 | $42K | Buy |
230
+1
| +0.4% | +$183 | 0.01% | 724 |
|
|
2016
Q1 | $44K | Buy |
+229
| New | +$44K | 0.01% | 696 |
|
|
2015
Q2 | – | Sell |
-17
| Closed | -$3K | – | 1657 |
|
|
2015
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 1441 |
|
|
2014
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 1733 |
|
|
2014
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1826 |
|