Caldwell Sutter Capital’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Sell |
103,358
-1,442
| -1% | -$12.5K | 0.41% | 65 |
|
|
2025
Q1 | $922K | Buy |
104,800
+5,000
| +5% | +$44K | 0.44% | 60 |
|
|
2024
Q4 | $907K | Hold |
99,800
| – | – | 0.42% | 62 |
|
|
2024
Q3 | $902K | Sell |
99,800
-2,500
| -2% | -$22.6K | 0.42% | 62 |
|
|
2024
Q2 | $848K | Sell |
102,300
-2,400
| -2% | -$19.9K | 0.42% | 66 |
|
|
2024
Q1 | $857K | Hold |
104,700
| – | – | 0.41% | 68 |
|
|
2023
Q4 | $820K | Hold |
104,700
| – | – | 0.42% | 66 |
|
|
2023
Q3 | $712K | Hold |
104,700
| – | – | 0.39% | 70 |
|
|
2023
Q2 | $892K | Sell |
104,700
-2,000
| -2% | -$17K | 0.47% | 62 |
|
|
2023
Q1 | $821K | Sell |
106,700
-4,000
| -4% | -$30.8K | 0.6% | 42 |
|
|
2022
Q4 | $788K | Buy |
+110,700
| New | +$788K | 0.7% | 42 |
|