EverSource Wealth Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761 | Sell |
88
-10
| -10% | -$86 | ﹤0.01% | 3788 |
|
|
2025
Q1 | $862 | Buy |
98
+93
| +1,860% | +$818 | ﹤0.01% | 3280 |
|
|
2024
Q4 | $45 | Buy |
+5
| New | +$45 | ﹤0.01% | 3649 |
|
|
2023
Q3 | – | Sell |
-19
| Closed | -$162 | – | 2497 |
|
|
2023
Q2 | $162 | Hold |
19
| – | – | ﹤0.01% | 2428 |
|
|
2023
Q1 | $146 | Hold |
19
| – | – | ﹤0.01% | 2319 |
|
|
2022
Q4 | $135 | Hold |
19
| – | – | ﹤0.01% | 2270 |
|
|
2022
Q3 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1961 |
|