Glassman Wealth Services’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34
| Closed | -$266 | – | 257 |
|
|
2023
Q4 | $266 | Sell |
34
-17
| -33% | -$133 | ﹤0.01% | 1843 |
|
|
2023
Q3 | $347 | Hold |
51
| – | – | ﹤0.01% | 1803 |
|
|
2023
Q2 | $435 | Hold |
51
| – | – | ﹤0.01% | 1667 |
|
|
2023
Q1 | $392 | Hold |
51
| – | – | ﹤0.01% | 1661 |
|
|
2022
Q4 | $363 | Hold |
51
| – | – | ﹤0.01% | 1684 |
|
|
2022
Q3 | $0 | Hold |
51
| – | – | ﹤0.01% | 1628 |
|
|
2022
Q2 | $0 | Buy |
+51
| New | – | ﹤0.01% | 1639 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | – | – | 1568 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1434 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1379 |
|
|
2020
Q4 | $0 | Sell |
3
-27
| -90% | – | ﹤0.01% | 1333 |
|
|
2020
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 1309 |
|
|
2020
Q2 | $0 | Hold |
30
| – | – | ﹤0.01% | 1195 |
|
|
2020
Q1 | $0 | Sell |
30
-1,028
| -97% | – | ﹤0.01% | 1100 |
|
|
2019
Q4 | $7K | Hold |
1,058
| – | – | ﹤0.01% | 531 |
|
|
2019
Q3 | $7K | Hold |
1,058
| – | – | ﹤0.01% | 487 |
|
|
2019
Q2 | $7K | Sell |
1,058
-856
| -45% | -$5.66K | ﹤0.01% | 495 |
|
|
2019
Q1 | $13K | Sell |
1,914
-1,119
| -37% | -$7.6K | 0.01% | 410 |
|
|
2018
Q4 | $18K | Hold |
3,033
| – | – | 0.01% | 307 |
|
|
2018
Q3 | $18K | Hold |
3,033
| – | – | 0.01% | 336 |
|
|
2018
Q2 | $17K | Hold |
3,033
| – | – | 0.01% | 316 |
|
|
2018
Q1 | $16K | Sell |
3,033
-1,471
| -33% | -$7.76K | 0.01% | 313 |
|
|
2017
Q4 | $26K | Buy |
4,504
+4,481
| +19,483% | +$25.9K | 0.02% | 221 |
|
|
2017
Q3 | $0 | Hold |
23
| – | – | ﹤0.01% | 538 |
|
|
2017
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 531 |
|
|
2017
Q1 | $0 | Buy |
+23
| New | – | ﹤0.01% | 561 |
|
|
2016
Q4 | – | Sell |
-158
| Closed | -$1K | – | 610 |
|
|
2016
Q3 | $1K | Buy |
+158
| New | +$1K | ﹤0.01% | 417 |
|