Berman Capital Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Buy |
+293
| New | +$2K | ﹤0.01% | 1651 |
|
|
2021
Q2 | – | Sell |
-314
| Closed | -$1K | – | 1879 |
|
|
2021
Q1 | $1K | Hold |
314
| – | – | ﹤0.01% | 1589 |
|
|
2020
Q4 | $1K | Sell |
314
-2,073
| -87% | -$6.6K | ﹤0.01% | 1485 |
|
|
2020
Q3 | $10K | Sell |
2,387
-225
| -9% | -$943 | ﹤0.01% | 783 |
|
|
2020
Q2 | $13K | Sell |
2,612
-338
| -11% | -$1.68K | ﹤0.01% | 664 |
|
|
2020
Q1 | $13K | Buy |
2,950
+2,800
| +1,867% | +$12.3K | ﹤0.01% | 594 |
|
|
2019
Q4 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 1289 |
|