D.A. Davidson & Co’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-116
| Closed | -$2K | – | 2231 |
|
|
2014
Q4 | $2K | Hold |
116
| – | – | ﹤0.01% | 2047 |
|
|
2014
Q3 | $2K | Sell |
116
-7,490
| -98% | -$129K | ﹤0.01% | 2062 |
|
|
2014
Q2 | $136K | Buy |
7,606
+469
| +7% | +$8.39K | ﹤0.01% | 1025 |
|
|
2014
Q1 | $119K | Buy |
7,137
+3,670
| +106% | +$61.2K | ﹤0.01% | 1052 |
|
|
2013
Q4 | $55K | Buy |
3,467
+370
| +12% | +$5.87K | ﹤0.01% | 1299 |
|
|
2013
Q3 | $45K | Buy |
3,097
+124
| +4% | +$1.8K | ﹤0.01% | 1166 |
|
|
2013
Q2 | $47K | Buy |
+2,973
| New | +$47K | ﹤0.01% | 1122 |
|