Johnson Financial Group Inc (Wisconsin)’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-11,260
| Closed | -$66K | – | 591 |
|
2017
Q3 | $66K | Hold |
11,260
| – | – | 0.01% | 321 |
|
2017
Q2 | $64K | Hold |
11,260
| – | – | 0.01% | 333 |
|
2017
Q1 | $67K | Sell |
11,260
-4,009
| -26% | -$23.9K | 0.01% | 365 |
|
2016
Q4 | $92K | Sell |
15,269
-796
| -5% | -$4.8K | 0.01% | 345 |
|
2016
Q3 | $98K | Sell |
16,065
-17,941
| -53% | -$109K | 0.01% | 340 |
|
2016
Q2 | $200K | Hold |
34,006
| – | – | 0.03% | 280 |
|
2016
Q1 | $189K | Hold |
34,006
| – | – | 0.04% | 251 |
|
2015
Q4 | $181K | Buy |
34,006
+32,535
| +2,212% | +$173K | 0.04% | 256 |
|
2015
Q3 | $7K | Buy |
1,471
+420
| +40% | +$2K | ﹤0.01% | 678 |
|
2015
Q2 | $5K | Hold |
1,051
| – | – | ﹤0.01% | 743 |
|
2015
Q1 | $6K | Hold |
1,051
| – | – | ﹤0.01% | 720 |
|
2014
Q4 | $5K | Hold |
1,051
| – | – | ﹤0.01% | 698 |
|
2014
Q3 | $4K | Buy |
1,051
+255
| +32% | +$971 | ﹤0.01% | 670 |
|
2014
Q2 | $3K | Hold |
796
| – | – | ﹤0.01% | 659 |
|
2014
Q1 | $3K | Hold |
796
| – | – | ﹤0.01% | 661 |
|
2013
Q4 | $3K | Hold |
796
| – | – | ﹤0.01% | 647 |
|
2013
Q3 | $3K | Hold |
796
| – | – | ﹤0.01% | 639 |
|
2013
Q2 | $3K | Buy |
+796
| New | +$3K | ﹤0.01% | 652 |
|