IFP 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 | $1.25K | Buy |
+144
| New | +$1.25K | ﹤0.01% | 4132 |
|
2025
Q1 | – | Hold |
0
| – | -$691 | – | 3405 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 3351 |
|
2023
Q1 | – | Sell |
-225
| Closed | -$21K | – | 3381 |
|
2022
Q4 | $21K | Sell |
225
-430
| -66% | -$40.1K | ﹤0.01% | 2835 |
|
2022
Q3 | $31K | Buy |
655
+637
| +3,539% | +$30.1K | ﹤0.01% | 2738 |
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 4268 |
|
2022
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 4268 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3330 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3041 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 2979 |
|
2020
Q4 | – | Sell |
-210
| Closed | -$1K | – | 2916 |
|
2020
Q3 | $1K | Sell |
210
-128
| -38% | -$610 | ﹤0.01% | 2562 |
|
2020
Q2 | $1K | Sell |
338
-1,298
| -79% | -$3.84K | ﹤0.01% | 2464 |
|
2020
Q1 | $7K | Sell |
1,636
-143
| -8% | -$612 | ﹤0.01% | 1898 |
|
2019
Q4 | $12K | Buy |
1,779
+1,389
| +356% | +$9.37K | ﹤0.01% | 1821 |
|
2019
Q3 | $2K | Buy |
+390
| New | +$2K | ﹤0.01% | 2643 |
|
2018
Q2 | – | Sell |
-3,611
| Closed | -$21K | – | 3804 |
|
2018
Q1 | $21K | Hold |
3,611
| – | – | ﹤0.01% | 2343 |
|
2017
Q4 | $21K | Buy |
3,611
+2,860
| +381% | +$16.6K | ﹤0.01% | 2341 |
|
2017
Q3 | $4K | Hold |
751
| – | – | ﹤0.01% | 3430 |
|
2017
Q2 | $4K | Hold |
751
| – | – | ﹤0.01% | 3442 |
|
2017
Q1 | $4K | Sell |
751
-120
| -14% | -$639 | ﹤0.01% | 3347 |
|
2016
Q4 | $5K | Hold |
871
| – | – | ﹤0.01% | 3236 |
|
2016
Q3 | $5K | Hold |
871
| – | – | ﹤0.01% | 3186 |
|
2016
Q2 | $5K | Buy |
+871
| New | +$5K | ﹤0.01% | 3105 |
|
2016
Q1 | – | Sell |
-1,396
| Closed | -$7K | – | 2371 |
|
2015
Q4 | $7K | Buy |
+1,396
| New | +$7K | ﹤0.01% | 2726 |
|