Capital Analysts LLC’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-1,104
| Closed | -$19.9K | – | 406 |
|
2014
Q2 | $19.9K | Buy |
1,104
+149
| +16% | +$2.69K | ﹤0.01% | 307 |
|
2014
Q1 | $16.2K | Buy |
955
+5
| +0.5% | +$85 | ﹤0.01% | 294 |
|
2013
Q4 | $15.3K | Buy |
950
+178
| +23% | +$2.86K | ﹤0.01% | 279 |
|
2013
Q3 | $11.5K | Sell |
772
-139
| -15% | -$2.08K | ﹤0.01% | 272 |
|
2013
Q2 | $14.7K | Buy |
+911
| New | +$14.7K | ﹤0.01% | 260 |
|