Creative Planning’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
12,162
+1,712
| +16% | +$14.8K | ﹤0.01% | 3402 |
|
|
2025
Q1 | $92K | Buy |
+10,450
| New | +$92K | ﹤0.01% | 3251 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$47 | – | 2535 |
|
|
2023
Q1 | $47 | Buy |
+6
| New | +$47 | ﹤0.01% | 2541 |
|
|
2017
Q3 | – | Sell |
-2,883
| Closed | -$17K | – | 1898 |
|
|
2017
Q2 | $17K | Sell |
2,883
-1,501
| -34% | -$8.85K | ﹤0.01% | 3228 |
|
|
2017
Q1 | $26K | Hold |
4,384
| – | – | ﹤0.01% | 2913 |
|
|
2016
Q4 | $27K | Hold |
4,384
| – | – | ﹤0.01% | 2822 |
|
|
2016
Q3 | $27K | Hold |
4,384
| – | – | ﹤0.01% | 2795 |
|
|
2016
Q2 | $26K | Sell |
4,384
-3,693
| -46% | -$21.9K | ﹤0.01% | 2567 |
|
|
2016
Q1 | $45K | Sell |
8,077
-2,590
| -24% | -$14.4K | ﹤0.01% | 2158 |
|
|
2015
Q4 | $57K | Buy |
10,667
+1,096
| +11% | +$5.86K | ﹤0.01% | 1987 |
|
|
2015
Q3 | $47K | Buy |
+9,571
| New | +$47K | ﹤0.01% | 2073 |
|
|
2015
Q2 | – | Sell |
-5,878
| Closed | -$31K | – | 1109 |
|
|
2015
Q1 | $31K | Sell |
5,878
-1,171
| -17% | -$6.18K | ﹤0.01% | 2341 |
|
|
2014
Q4 | $35K | Buy |
7,049
+1,171
| +20% | +$5.81K | ﹤0.01% | 2208 |
|
|
2014
Q3 | $25K | Hold |
5,878
| – | – | ﹤0.01% | 2358 |
|
|
2014
Q2 | $25K | Hold |
5,878
| – | – | ﹤0.01% | 2320 |
|
|
2014
Q1 | $24K | Buy |
5,878
+4,091
| +229% | +$16.7K | ﹤0.01% | 2239 |
|
|
2013
Q4 | $6K | Hold |
1,787
| – | – | ﹤0.01% | 2755 |
|
|
2013
Q3 | $7K | Sell |
1,787
-232
| -11% | -$909 | ﹤0.01% | 2602 |
|
|
2013
Q2 | $8K | Buy |
+2,019
| New | +$8K | ﹤0.01% | 2345 |
|