Next Financial Group’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1K | Hold |
182
| – | – | ﹤0.01% | 2687 |
|
|
2021
Q3 | $1K | Buy |
+182
| New | +$1K | ﹤0.01% | 2563 |
|
|
2020
Q2 | – | Sell |
-886
| Closed | -$4K | – | 627 |
|
|
2020
Q1 | $4K | Buy |
886
+706
| +392% | +$3.19K | ﹤0.01% | 1735 |
|
|
2019
Q4 | $1K | Hold |
180
| – | – | ﹤0.01% | 2249 |
|
|
2019
Q3 | $1K | Hold |
180
| – | – | ﹤0.01% | 2188 |
|
|
2019
Q2 | $1K | Buy |
+180
| New | +$1K | ﹤0.01% | 2184 |
|
|
2019
Q1 | – | Sell |
-188
| Closed | -$1K | – | 1626 |
|
|
2018
Q4 | $1K | Buy |
+188
| New | +$1K | ﹤0.01% | 1817 |
|
|
2017
Q4 | – | Sell |
-7,657
| Closed | -$46K | – | 305 |
|
|
2017
Q3 | $46K | Sell |
7,657
-12,146
| -61% | -$73K | 0.01% | 716 |
|
|
2017
Q2 | $113K | Sell |
19,803
-1,877
| -9% | -$10.7K | 0.03% | 505 |
|
|
2017
Q1 | $126K | Sell |
21,680
-2,627
| -11% | -$15.3K | 0.04% | 424 |
|
|
2016
Q4 | $147K | Sell |
24,307
-188
| -0.8% | -$1.14K | 0.03% | 568 |
|
|
2016
Q3 | $150K | Buy |
24,495
+2,628
| +12% | +$16.1K | 0.03% | 543 |
|
|
2016
Q2 | $128K | Buy |
21,867
+375
| +2% | +$2.2K | 0.04% | 398 |
|
|
2016
Q1 | $119K | Buy |
21,492
+751
| +4% | +$4.16K | 0.04% | 380 |
|
|
2015
Q4 | $110K | Buy |
20,741
+3,753
| +22% | +$19.9K | 0.04% | 392 |
|
|
2015
Q3 | $83K | Buy |
16,988
+2,627
| +18% | +$12.8K | 0.03% | 484 |
|
|
2015
Q2 | $70K | Hold |
14,361
| – | – | 0.02% | 569 |
|
|
2015
Q1 | $75K | Sell |
14,361
-750
| -5% | -$3.92K | 0.02% | 552 |
|
|
2014
Q4 | $75K | Sell |
15,111
-1,877
| -11% | -$9.32K | 0.02% | 537 |
|
|
2014
Q3 | $72K | Hold |
16,988
| – | – | 0.01% | 779 |
|
|
2014
Q2 | $75K | Buy |
+16,988
| New | +$75K | 0.04% | 280 |
|