WAG
Wiser Advisor Group’s AvalonBay Communities AVB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-288
| Closed | -$61.7K | – | 59 |
|
2025
Q1 | $61.7K | Buy |
288
+3
| +1% | +$643 | 0.09% | 81 |
|
2024
Q4 | $62.8K | Buy |
285
+2
| +0.7% | +$441 | 0.09% | 83 |
|
2024
Q3 | $63.8K | Buy |
283
+2
| +0.7% | +$451 | 0.1% | 84 |
|
2024
Q2 | $58.1K | Buy |
281
+4
| +1% | +$827 | 0.09% | 84 |
|
2024
Q1 | $51.6K | Buy |
277
+1
| +0.4% | +$186 | 0.08% | 94 |
|
2023
Q4 | $51.6K | Buy |
+276
| New | +$51.6K | 0.09% | 94 |
|