KCS Wealth Advisory’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.15M | Sell |
316,768
-57,658
| -15% | -$392K | 0.92% | 33 |
|
|
2023
Q2 | $3.19M | Sell |
374,426
-1,761
| -0.5% | -$15K | 1.11% | 24 |
|
|
2023
Q1 | $2.89M | Buy |
376,187
+45,942
| +14% | +$353K | 1.09% | 26 |
|
|
2022
Q4 | $2.35M | Buy |
330,245
+11,783
| +4% | +$83.9K | 0.98% | 36 |
|
|
2022
Q3 | $2.33M | Buy |
318,462
+15,919
| +5% | +$116K | 1.07% | 29 |
|
|
2022
Q2 | $1.94M | Buy |
302,543
+72,851
| +32% | +$466K | 0.86% | 40 |
|
|
2022
Q1 | $1.68M | Buy |
229,692
+16,551
| +8% | +$121K | 0.78% | 49 |
|
|
2021
Q4 | $1.65M | Buy |
213,141
+70,018
| +49% | +$540K | 0.66% | 48 |
|
|
2021
Q3 | $980K | Buy |
143,123
+13,511
| +10% | +$92.5K | 0.46% | 74 |
|
|
2021
Q2 | $870K | Buy |
129,612
+12,973
| +11% | +$87.1K | 0.41% | 81 |
|
|
2021
Q1 | $716K | Buy |
116,639
+76,174
| +188% | +$468K | 0.37% | 81 |
|
|
2020
Q4 | $214K | Buy |
+40,465
| New | +$214K | 0.14% | 141 |
|