Charles Schwab’s AVIV REIT INC COM STK (MD) AVIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-74,947
| Closed | -$2.74M | – | 3218 |
|
2015
Q1 | $2.74M | Buy |
74,947
+6,135
| +9% | +$224K | ﹤0.01% | 1885 |
|
2014
Q4 | $2.37M | Sell |
68,812
-14,477
| -17% | -$499K | ﹤0.01% | 1913 |
|
2014
Q3 | $2.2M | Buy |
83,289
+6,972
| +9% | +$184K | ﹤0.01% | 1919 |
|
2014
Q2 | $2.15M | Buy |
76,317
+40,552
| +113% | +$1.14M | ﹤0.01% | 1947 |
|
2014
Q1 | $875K | Buy |
35,765
+1,295
| +4% | +$31.7K | ﹤0.01% | 2354 |
|
2013
Q4 | $817K | Buy |
34,470
+1,915
| +6% | +$45.4K | ﹤0.01% | 2363 |
|
2013
Q3 | $761K | Buy |
32,555
+1,945
| +6% | +$45.5K | ﹤0.01% | 2346 |
|
2013
Q2 | $762K | Buy |
+30,610
| New | +$762K | ﹤0.01% | 2309 |
|