IWA
AIV
IBEX Wealth Advisors’s Aimco AIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-54,521
| Closed | -$288K | – | 113 |
|
|
2020
Q4 | $288K | Buy |
54,521
+2,941
| +6% | +$15.5K | 0.08% | 96 |
|
|
2020
Q3 | $1.74M | Buy |
51,580
+289
| +0.6% | +$9.74K | 0.5% | 69 |
|
|
2020
Q2 | $1.93M | Sell |
51,291
-1,045
| -2% | -$39.3K | 0.62% | 67 |
|
|
2020
Q1 | $1.84M | Sell |
52,336
-1,539
| -3% | -$54.1K | 0.72% | 58 |
|
|
2019
Q4 | $2.78M | Buy |
53,875
+2,027
| +4% | +$105K | 0.85% | 48 |
|
|
2019
Q3 | $2.7M | Sell |
51,848
-292
| -0.6% | -$15.2K | 0.9% | 52 |
|
|
2019
Q2 | $2.61M | Buy |
52,140
+3,456
| +7% | +$173K | 0.75% | 48 |
|
|
2019
Q1 | $2.45M | Buy |
48,684
+18,063
| +59% | +$908K | 0.86% | 51 |
|
|
2018
Q4 | $1.34M | Buy |
30,621
+17,132
| +127% | +$752K | 0.61% | 49 |
|
|
2018
Q3 | $591K | Buy |
+13,489
| New | +$591K | 0.21% | 82 |
|