Denver Investment Advisors’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 |
-45,267
| Closed | -$1.05M | – | 688 |
|
2014
Q4 | $1.05M | Buy |
45,267
+7,666
| +20% | +$178K | 0.03% | 350 |
|
2014
Q3 | $658K | Hold |
37,601
| – | – | 0.02% | 373 |
|
2014
Q2 | $678K | Hold |
37,601
| – | – | 0.02% | 387 |
|
2014
Q1 | $637K | Sell |
37,601
-16,586
| -31% | -$281K | 0.02% | 394 |
|
2013
Q4 | $870 | Sell |
54,187
-29,429
| -35% | -$473 | 0.02% | 386 |
|
2013
Q3 | $1.25M | Sell |
83,616
-24,318
| -23% | -$364K | 0.03% | 380 |
|
2013
Q2 | $1.74M | Buy |
+107,934
| New | +$1.74M | 0.04% | 335 |
|