Creative Planning’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.4K | Sell |
10,666
-2,005
| -16% | -$10.5K | ﹤0.01% | 3993 |
|
|
2025
Q4 | $75.3K | Buy |
12,671
+249
| +2% | +$1.49K | ﹤0.01% | 3751 |
|
|
2025
Q3 | $98.5K | Buy |
12,422
+260
| +2% | +$2.11K | ﹤0.01% | 3673 |
|
|
2025
Q2 | $105K | Buy |
12,162
+1,712
| +16% | +$13.8K | ﹤0.01% | 3418 |
|
|
2025
Q1 | $92K | Buy |
+10,450
| New | +$92.8K | ﹤0.01% | 3266 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$47 | – | 2651 |
|
|
2023
Q1 | $47 | Buy |
+6
| New | +$45 | ﹤0.01% | 2642 |
|
|
2017
Q3 | – | Sell |
-2,883
| Closed | -$17K | – | 1930 |
|
|
2017
Q2 | $17K | Sell |
2,883
-1,501
| -34% | -$8.75K | ﹤0.01% | 3265 |
|
|
2017
Q1 | $26K | Hold |
4,384
| – | – | ﹤0.01% | 2942 |
|
|
2016
Q4 | $27K | Hold |
4,384
| – | – | ﹤0.01% | 2853 |
|
|
2016
Q3 | $27K | Hold |
4,384
| – | – | ﹤0.01% | 2823 |
|
|
2016
Q2 | $26K | Sell |
4,384
-3,693
| -46% | -$20.4K | ﹤0.01% | 2594 |
|
|
2016
Q1 | $45K | Sell |
8,077
-2,590
| -24% | -$13.3K | ﹤0.01% | 2171 |
|
|
2015
Q4 | $57K | Buy |
10,667
+1,096
| +11% | +$5.64K | ﹤0.01% | 2010 |
|
|
2015
Q3 | $47K | Buy |
+9,571
| New | +$48.4K | ﹤0.01% | 2083 |
|
|
2015
Q2 | – | Sell |
-5,878
| Closed | -$31K | – | 1149 |
|
|
2015
Q1 | $31K | Sell |
5,878
-1,171
| -17% | -$6.1K | ﹤0.01% | 2361 |
|
|
2014
Q4 | $35K | Buy |
7,049
+1,171
| +20% | +$5.57K | ﹤0.01% | 2227 |
|
|
2014
Q3 | $25K | Hold |
5,878
| – | – | ﹤0.01% | 2384 |
|
|
2014
Q2 | $25K | Hold |
5,878
| – | – | ﹤0.01% | 2348 |
|
|
2014
Q1 | $24K | Buy |
5,878
+4,091
| +229% | +$15.7K | ﹤0.01% | 2260 |
|
|
2013
Q4 | $6K | Hold |
1,787
| – | – | ﹤0.01% | 2755 |
|
|
2013
Q3 | $7K | Sell |
1,787
-232
| -11% | -$901 | ﹤0.01% | 2602 |
|
|
2013
Q2 | $8K | Buy |
+2,019
| New | +$8.27K | ﹤0.01% | 2345 |
|
Other funds holding AIV
MAP
NM
VPM
WAM
ICM
VCM
OCAM
HF