Optimum Investment Advisors’s Armada Hoffler Properties AHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-400
| Closed | -$4.72K | – | 707 |
|
|
2023
Q1 | $4.72K | Hold |
400
| – | – | ﹤0.01% | 627 |
|
|
2022
Q4 | $4.6K | Hold |
400
| – | – | ﹤0.01% | 634 |
|
|
2022
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 664 |
|
|
2022
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 664 |
|
|
2022
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 697 |
|
|
2021
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 712 |
|
|
2021
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 736 |
|
|
2021
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 809 |
|
|
2021
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 815 |
|
|
2020
Q4 | $4K | Sell |
400
-2,672
| -87% | -$26.7K | ﹤0.01% | 791 |
|
|
2020
Q3 | $28K | Sell |
3,072
-8,016
| -72% | -$73.1K | 0.01% | 537 |
|
|
2020
Q2 | $110K | Hold |
11,088
| – | – | 0.04% | 312 |
|
|
2020
Q1 | $119K | Hold |
11,088
| – | – | 0.05% | 282 |
|
|
2019
Q4 | $203K | Hold |
11,088
| – | – | 0.06% | 271 |
|
|
2019
Q3 | $201K | Buy |
11,088
+2,672
| +32% | +$48.4K | 0.06% | 261 |
|
|
2019
Q2 | $139K | Hold |
8,416
| – | – | 0.05% | 322 |
|
|
2019
Q1 | $131K | Hold |
8,416
| – | – | 0.04% | 335 |
|
|
2018
Q4 | $118K | Hold |
8,416
| – | – | 0.04% | 337 |
|
|
2018
Q3 | $127K | Hold |
8,416
| – | – | 0.04% | 369 |
|
|
2018
Q2 | $125K | Hold |
8,416
| – | – | 0.04% | 370 |
|
|
2018
Q1 | $115K | Buy |
+8,416
| New | +$115K | 0.03% | 380 |
|
|
2015
Q1 | $13K | Hold |
1,200
| – | – | ﹤0.01% | 765 |
|
|
2014
Q4 | $11K | Buy |
+1,200
| New | +$11K | ﹤0.01% | 824 |
|