LWAM
AIV
Legacy Wealth Asset Management’s Aimco AIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
11,757
+220
| +2% | +$1.9K | 0.03% | 347 |
|
|
2025
Q1 | $102K | Sell |
11,537
-9
| -0.1% | -$79 | 0.03% | 338 |
|
|
2024
Q4 | $105K | Buy |
11,546
+67
| +0.6% | +$609 | 0.03% | 347 |
|
|
2024
Q3 | $104K | Buy |
11,479
+133
| +1% | +$1.2K | 0.03% | 344 |
|
|
2024
Q2 | $94.1K | Buy |
11,346
+343
| +3% | +$2.84K | 0.03% | 337 |
|
|
2024
Q1 | $90.1K | Buy |
11,003
+286
| +3% | +$2.34K | 0.03% | 341 |
|
|
2023
Q4 | $83.9K | Sell |
10,717
-31
| -0.3% | -$243 | 0.03% | 335 |
|
|
2023
Q3 | $73.1K | Buy |
10,748
+20
| +0.2% | +$136 | 0.03% | 330 |
|
|
2023
Q2 | $91.4K | Buy |
10,728
+14
| +0.1% | +$119 | 0.03% | 332 |
|
|
2023
Q1 | $82.4K | Buy |
10,714
+71
| +0.7% | +$546 | 0.03% | 332 |
|
|
2022
Q4 | $75.8K | Buy |
10,643
+281
| +3% | +$2K | 0.03% | 332 |
|
|
2022
Q3 | $76K | Sell |
10,362
-9
| -0.1% | -$66 | 0.03% | 311 |
|
|
2022
Q2 | $66K | Buy |
10,371
+164
| +2% | +$1.04K | 0.03% | 304 |
|
|
2022
Q1 | $75K | Buy |
+10,207
| New | +$75K | 0.03% | 316 |
|