Independent Portfolio Consultants’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-9,015
| Closed | -$222K | – | 1242 |
|
|
2015
Q1 | $222K | Buy |
9,015
+885
| +11% | +$21.8K | 0.05% | 332 |
|
|
2014
Q4 | $189K | Sell |
8,130
-16,725
| -67% | -$389K | 0.04% | 387 |
|
|
2014
Q3 | $435K | Sell |
24,855
-2,050
| -8% | -$35.9K | 0.12% | 263 |
|
|
2014
Q2 | $485K | Sell |
26,905
-295
| -1% | -$5.32K | 0.14% | 242 |
|
|
2014
Q1 | $460K | Sell |
27,200
-995
| -4% | -$16.8K | 0.15% | 254 |
|
|
2013
Q4 | $453K | Buy |
28,195
+1,980
| +8% | +$31.8K | 0.16% | 263 |
|
|
2013
Q3 | $391K | Sell |
26,215
-455
| -2% | -$6.79K | 0.16% | 285 |
|
|
2013
Q2 | $429K | Buy |
+26,670
| New | +$429K | 0.19% | 223 |
|