Clearstead Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-201
| Closed | -$1.71K | – | 1521 |
|
|
2023
Q2 | $1.71K | Hold |
201
| – | – | ﹤0.01% | 1185 |
|
|
2023
Q1 | $1.54K | Hold |
201
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q4 | $1.43K | Hold |
201
| – | – | ﹤0.01% | 1133 |
|
|
2022
Q3 | $1K | Buy |
201
+1
| +0.5% | +$5 | ﹤0.01% | 1119 |
|
|
2022
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 1149 |
|
|
2022
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 1258 |
|
|
2021
Q4 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 1086 |
|
|
2021
Q3 | – | Sell |
-31
| Closed | – | – | 1278 |
|
|
2021
Q2 | $0 | Buy |
+31
| New | – | ﹤0.01% | 1250 |
|