Gideon Capital Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-235,766
| Closed | -$1.58M | – | 259 |
|
|
2019
Q1 | $1.58M | Buy |
235,766
+115,927
| +97% | +$776K | 0.56% | 41 |
|
|
2018
Q4 | $701K | Buy |
+119,839
| New | +$701K | 0.29% | 104 |
|
|
2018
Q3 | – | Sell |
-184,818
| Closed | -$1.04M | – | 336 |
|
|
2018
Q2 | $1.04M | Buy |
+184,818
| New | +$1.04M | 0.52% | 34 |
|
|
2017
Q4 | – | Sell |
-106,229
| Closed | -$621K | – | 290 |
|
|
2017
Q3 | $621K | Buy |
106,229
+40,702
| +62% | +$238K | 0.61% | 25 |
|
|
2017
Q2 | $375K | Buy |
+65,527
| New | +$375K | 0.41% | 92 |
|
|
2016
Q4 | – | Sell |
-86,456
| Closed | -$529K | – | 391 |
|
|
2016
Q3 | $529K | Buy |
+86,456
| New | +$529K | 0.32% | 94 |
|
|
2015
Q4 | – | Sell |
-78,889
| Closed | -$389K | – | 188 |
|
|
2015
Q3 | $389K | Buy |
+78,889
| New | +$389K | 0.23% | 141 |
|
|
2015
Q1 | – | Sell |
-54,087
| Closed | -$268K | – | 219 |
|
|
2014
Q4 | $268K | Buy |
+54,087
| New | +$268K | 0.13% | 177 |
|
|
2014
Q2 | – | Sell |
-73,987
| Closed | -$298K | – | 240 |
|
|
2014
Q1 | $298K | Buy |
+73,987
| New | +$298K | 0.17% | 159 |
|