DWM
AIMBU
Dakota Wealth Management’s Aimfinity Investment Corp. I Subunit AIMBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,000
| Closed | -$176K | – | 809 |
|
|
2024
Q4 | $176K | Hold |
15,000
| – | – | ﹤0.01% | 717 |
|
|
2024
Q3 | $173K | Hold |
15,000
| – | – | ﹤0.01% | 691 |
|
|
2024
Q2 | $170K | Hold |
15,000
| – | – | ﹤0.01% | 674 |
|
|
2024
Q1 | $167K | Hold |
15,000
| – | – | ﹤0.01% | 680 |
|
|
2023
Q4 | $164K | Hold |
15,000
| – | – | 0.01% | 617 |
|
|
2023
Q3 | $160K | Hold |
15,000
| – | – | 0.01% | 614 |
|
|
2023
Q2 | $158K | Sell |
15,000
-1,100
| -7% | -$11.6K | 0.01% | 602 |
|
|
2023
Q1 | $158K | Buy |
16,100
+4,100
| +34% | +$40.2K | 0.01% | 580 |
|
|
2022
Q4 | $120K | Buy |
+12,000
| New | +$120K | 0.01% | 572 |
|