Evoke Wealth’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9
| Closed | -$60K | – | 1135 |
|
|
2021
Q2 | $60K | Hold |
9
| – | – | ﹤0.01% | 504 |
|
|
2021
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q4 | $0 | Sell |
9
-111
| -93% | – | ﹤0.01% | 1029 |
|
|
2020
Q3 | $1K | Hold |
120
| – | – | ﹤0.01% | 897 |
|
|
2020
Q2 | $1K | Buy |
120
+97
| +422% | +$808 | ﹤0.01% | 936 |
|
|
2020
Q1 | $105 | Sell |
23
-11,710
| -100% | -$53.5K | ﹤0.01% | 1105 |
|
|
2019
Q4 | $80.7K | Hold |
11,733
| – | – | 0.01% | 346 |
|
|
2019
Q3 | $81.5K | Buy |
+11,733
| New | +$81.5K | 0.01% | 402 |
|