Carson Wealth (CWM LLC)’s Aimco AIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Sell |
1,740
-93
| -5% | -$802 | ﹤0.01% | 4060 |
|
|
2025
Q1 | $16K | Buy |
1,833
+302
| +20% | +$2.64K | ﹤0.01% | 3814 |
|
|
2024
Q4 | $14K | Sell |
1,531
-18
| -1% | -$165 | ﹤0.01% | 3653 |
|
|
2024
Q3 | $14K | Buy |
1,549
+129
| +9% | +$1.17K | ﹤0.01% | 3569 |
|
|
2024
Q2 | $12K | Buy |
1,420
+98
| +7% | +$828 | ﹤0.01% | 3415 |
|
|
2024
Q1 | $11K | Buy |
1,322
+121
| +10% | +$1.01K | ﹤0.01% | 3258 |
|
|
2023
Q4 | $9K | Buy |
1,201
+848
| +240% | +$6.36K | ﹤0.01% | 3215 |
|
|
2023
Q3 | $2K | Sell |
353
-347
| -50% | -$1.97K | ﹤0.01% | 3742 |
|
|
2023
Q2 | $6K | Buy |
700
+334
| +91% | +$2.86K | ﹤0.01% | 3315 |
|
|
2023
Q1 | $3K | Hold |
366
| – | – | ﹤0.01% | 3455 |
|
|
2022
Q4 | $3K | Sell |
366
-64
| -15% | -$525 | ﹤0.01% | 3361 |
|
|
2022
Q3 | $3K | Buy |
430
+30
| +8% | +$209 | ﹤0.01% | 3255 |
|
|
2022
Q2 | $3K | Sell |
400
-3,646
| -90% | -$27.3K | ﹤0.01% | 3149 |
|
|
2022
Q1 | $30K | Buy |
4,046
+3,528
| +681% | +$26.2K | ﹤0.01% | 1832 |
|
|
2021
Q4 | $4K | Buy |
+518
| New | +$4K | ﹤0.01% | 2784 |
|
|
2021
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 2880 |
|
|
2021
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 2880 |
|
|
2020
Q4 | $0 | Sell |
16
-104
| -87% | – | ﹤0.01% | 2880 |
|
|
2020
Q3 | $0 | Hold |
120
| – | – | ﹤0.01% | 2880 |
|
|
2020
Q2 | $0 | Hold |
120
| – | – | ﹤0.01% | 2880 |
|
|
2020
Q1 | $0 | Hold |
120
| – | – | ﹤0.01% | 2880 |
|
|
2019
Q4 | $0 | Hold |
120
| – | – | ﹤0.01% | 2880 |
|
|
2019
Q3 | $0 | Hold |
120
| – | – | ﹤0.01% | 2880 |
|
|
2019
Q2 | $0 | Hold |
120
| – | – | ﹤0.01% | 2880 |
|
|
2019
Q1 | $0 | Buy |
+120
| New | – | ﹤0.01% | 2887 |
|
|
2018
Q1 | – | Sell |
-3,228
| Closed | -$19K | – | 1388 |
|
|
2017
Q4 | $19K | Sell |
3,228
-661
| -17% | -$3.89K | ﹤0.01% | 701 |
|
|
2017
Q3 | $23K | Buy |
+3,889
| New | +$23K | ﹤0.01% | 672 |
|