AE Wealth Management’s Chimera Investment CIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,041
Closed -$76.1K 1293
2023
Q4
$76.1K Buy
5,041
+1,224
+32% +$18.5K ﹤0.01% 1958
2023
Q3
$62.5K Sell
3,817
-3,405
-47% -$55.8K ﹤0.01% 1872
2023
Q2
$125K Buy
7,222
+270
+4% +$4.67K ﹤0.01% 1781
2023
Q1
$118K Buy
6,952
+989
+17% +$16.7K ﹤0.01% 1775
2022
Q4
$98.4K Buy
5,963
+184
+3% +$3.04K ﹤0.01% 1715
2022
Q3
$91K Buy
5,779
+328
+6% +$5.17K ﹤0.01% 1656
2022
Q2
$144K Sell
5,451
-3,709
-40% -$98K ﹤0.01% 1619
2022
Q1
$331K Sell
9,160
-604
-6% -$21.8K ﹤0.01% 1379
2021
Q4
$442K Buy
9,764
+4,637
+90% +$210K ﹤0.01% 1292
2021
Q3
$228K Buy
5,127
+1,096
+27% +$48.7K ﹤0.01% 1476
2021
Q2
$182K Buy
4,031
+236
+6% +$10.7K ﹤0.01% 1504
2021
Q1
$145K Buy
3,795
+67
+2% +$2.56K ﹤0.01% 1425
2020
Q4
$115K Buy
+3,728
New +$115K ﹤0.01% 1304
2019
Q4
Sell
-3,386
Closed -$199K 1127
2019
Q3
$199K Sell
3,386
-1,539
-31% -$90.4K 0.01% 924
2019
Q2
$279K Buy
+4,925
New +$279K 0.01% 781