NewEdge Wealth’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Sell |
13,874
-1,629
| -11% | -$13.6K | ﹤0.01% | 949 |
|
|
2025
Q1 | $136K | Sell |
15,503
-3,645
| -19% | -$32.1K | ﹤0.01% | 908 |
|
|
2024
Q4 | $174K | Buy |
19,148
+212
| +1% | +$1.93K | ﹤0.01% | 891 |
|
|
2024
Q3 | $171K | Buy |
18,936
+52
| +0.3% | +$470 | ﹤0.01% | 846 |
|
|
2024
Q2 | $157K | Sell |
18,884
-128
| -0.7% | -$1.06K | ﹤0.01% | 738 |
|
|
2024
Q1 | $154K | Sell |
19,012
-667
| -3% | -$5.41K | ﹤0.01% | 780 |
|
|
2023
Q4 | $154K | Sell |
19,679
-279
| -1% | -$2.19K | ﹤0.01% | 718 |
|
|
2023
Q3 | $136K | Sell |
19,958
-422
| -2% | -$2.87K | ﹤0.01% | 631 |
|
|
2023
Q2 | $174K | Sell |
20,380
-180
| -0.9% | -$1.53K | 0.01% | 613 |
|
|
2023
Q1 | $158K | Buy |
20,560
+371
| +2% | +$2.85K | 0.01% | 590 |
|
|
2022
Q4 | $144K | Buy |
20,189
+50
| +0.2% | +$356 | 0.01% | 522 |
|
|
2022
Q3 | $147K | Buy |
20,139
+3,700
| +23% | +$27K | 0.01% | 501 |
|
|
2022
Q2 | $105K | Buy |
+16,439
| New | +$105K | ﹤0.01% | 542 |
|