Northwestern Mutual Wealth Management’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-94,666
| Closed | -$775K | – | 3487 |
|
2024
Q1 | $775K | Hold |
94,666
| – | – | ﹤0.01% | 1091 |
|
2023
Q4 | $741K | Sell |
94,666
-47,360
| -33% | -$371K | ﹤0.01% | 1074 |
|
2023
Q3 | $966K | Hold |
142,026
| – | – | ﹤0.01% | 958 |
|
2023
Q2 | $1.21M | Hold |
142,026
| – | – | ﹤0.01% | 878 |
|
2023
Q1 | $1.09M | Sell |
142,026
-119
| -0.1% | -$915 | ﹤0.01% | 871 |
|
2022
Q4 | $1.01M | Buy |
142,145
+119
| +0.1% | +$847 | ﹤0.01% | 872 |
|
2022
Q3 | $1.04M | Hold |
142,026
| – | – | ﹤0.01% | 815 |
|
2022
Q2 | $909K | Hold |
142,026
| – | – | ﹤0.01% | 846 |
|
2022
Q1 | $1.04M | Sell |
142,026
-109,265
| -43% | -$800K | ﹤0.01% | 835 |
|
2021
Q4 | $1.94M | Buy |
251,291
+109,265
| +77% | +$844K | ﹤0.01% | 615 |
|
2021
Q3 | $973K | Buy |
142,026
+79,379
| +127% | +$544K | ﹤0.01% | 775 |
|
2021
Q2 | $420K | Hold |
62,647
| – | – | ﹤0.01% | 1045 |
|
2021
Q1 | $385K | Sell |
62,647
-127
| -0.2% | -$780 | ﹤0.01% | 1012 |
|
2020
Q4 | $332K | Sell |
62,774
-315,839
| -83% | -$1.67M | ﹤0.01% | 966 |
|
2020
Q3 | $1.7M | Buy |
378,613
+375,850
| +13,603% | +$1.69M | ﹤0.01% | 460 |
|
2020
Q2 | $14K | Sell |
2,763
-683
| -20% | -$3.46K | ﹤0.01% | 1803 |
|
2020
Q1 | $16K | Sell |
3,446
-1,238
| -26% | -$5.75K | ﹤0.01% | 1755 |
|
2019
Q4 | $32K | Buy |
4,684
+1,419
| +43% | +$9.69K | ﹤0.01% | 1591 |
|
2019
Q3 | $23K | Buy |
3,265
+1,906
| +140% | +$13.4K | ﹤0.01% | 1686 |
|
2019
Q2 | $9K | Buy |
1,359
+676
| +99% | +$4.48K | ﹤0.01% | 1975 |
|
2019
Q1 | $5K | Sell |
683
-203
| -23% | -$1.49K | ﹤0.01% | 2119 |
|
2018
Q4 | $5K | Buy |
886
+188
| +27% | +$1.06K | ﹤0.01% | 2017 |
|
2018
Q3 | $4K | Sell |
698
-300
| -30% | -$1.72K | ﹤0.01% | 2129 |
|
2018
Q2 | $6K | Buy |
998
+307
| +44% | +$1.85K | ﹤0.01% | 1962 |
|
2018
Q1 | $4K | Hold |
691
| – | – | ﹤0.01% | 1932 |
|
2017
Q4 | $4K | Hold |
691
| – | – | ﹤0.01% | 1960 |
|
2017
Q3 | $4K | Hold |
691
| – | – | ﹤0.01% | 1848 |
|
2017
Q2 | $4K | Hold |
691
| – | – | ﹤0.01% | 1770 |
|
2017
Q1 | $4K | Sell |
691
-420
| -38% | -$2.43K | ﹤0.01% | 1739 |
|
2016
Q4 | $7K | Buy |
+1,111
| New | +$7K | ﹤0.01% | 1720 |
|
2016
Q3 | – | Sell |
-781
| Closed | -$5K | – | 218 |
|
2016
Q2 | $5K | Buy |
+781
| New | +$5K | ﹤0.01% | 1572 |
|