J.P. Morgan Private Wealth Advisors’s Aimco AIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $151K | Sell |
22,257
-876
| -4% | -$5.96K | ﹤0.01% | 1659 |
|
|
2023
Q2 | $197K | Sell |
23,133
-2,135
| -8% | -$18.2K | ﹤0.01% | 1396 |
|
|
2023
Q1 | $194K | Sell |
25,268
-5,491
| -18% | -$42.2K | ﹤0.01% | 1844 |
|
|
2022
Q4 | $219K | Buy |
30,759
+353
| +1% | +$2.51K | ﹤0.01% | 1783 |
|
|
2022
Q3 | $222K | Hold |
30,406
| – | – | ﹤0.01% | 1768 |
|
|
2022
Q2 | $195K | Sell |
30,406
-355
| -1% | -$2.28K | ﹤0.01% | 1828 |
|
|
2022
Q1 | $225K | Sell |
30,761
-1,003
| -3% | -$7.34K | ﹤0.01% | 1867 |
|
|
2021
Q4 | $245K | Buy |
31,764
+835
| +3% | +$6.44K | ﹤0.01% | 1834 |
|
|
2021
Q3 | $212K | Buy |
30,929
+19,972
| +182% | +$137K | ﹤0.01% | 1836 |
|
|
2021
Q2 | $74K | Sell |
10,957
-82
| -0.7% | -$554 | ﹤0.01% | 1877 |
|
|
2021
Q1 | $68K | Sell |
11,039
-746
| -6% | -$4.6K | ﹤0.01% | 1729 |
|
|
2020
Q4 | $62K | Sell |
11,785
-131,888
| -92% | -$694K | ﹤0.01% | 1689 |
|
|
2020
Q3 | $645K | Sell |
143,673
-28,180
| -16% | -$127K | ﹤0.01% | 1055 |
|
|
2020
Q2 | $862K | Buy |
171,853
+28,225
| +20% | +$142K | ﹤0.01% | 870 |
|
|
2020
Q1 | $673K | Buy |
143,628
+2,245
| +2% | +$10.5K | ﹤0.01% | 832 |
|
|
2019
Q4 | $973K | Buy |
141,383
+2,229
| +2% | +$15.3K | ﹤0.01% | 803 |
|
|
2019
Q3 | $967K | Sell |
139,154
-5,014
| -3% | -$34.8K | 0.01% | 770 |
|
|
2019
Q2 | $963K | Sell |
144,168
-33,120
| -19% | -$221K | 0.01% | 764 |
|
|
2019
Q1 | $1.19M | Sell |
177,288
-4,895
| -3% | -$32.8K | 0.01% | 739 |
|
|
2018
Q4 | $1.07M | Sell |
182,183
-75,773
| -29% | -$443K | 0.01% | 734 |
|
|
2018
Q3 | $1.52M | Buy |
257,956
+85,149
| +49% | +$500K | 0.01% | 688 |
|
|
2018
Q2 | $974K | Buy |
+172,807
| New | +$974K | 0.01% | 783 |
|