WR Wealth Planners’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.52K | Buy |
16
+2
| +14% | +$440 | ﹤0.01% | 755 |
|
|
2024
Q3 | $3.15K | Hold |
14
| – | – | ﹤0.01% | 819 |
|
|
2024
Q2 | $2.9K | Buy |
14
+8
| +133% | +$1.66K | ﹤0.01% | 814 |
|
|
2024
Q1 | $1.11K | Buy |
+6
| New | +$1.11K | ﹤0.01% | 957 |
|
|
2023
Q4 | – | Sell |
-67
| Closed | -$11.5K | – | 228 |
|
|
2023
Q3 | $11.5K | Hold |
67
| – | – | ﹤0.01% | 522 |
|
|
2023
Q2 | $12.7K | Buy |
+67
| New | +$12.7K | ﹤0.01% | 505 |
|