Optimum Investment Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,684
| Closed | -$16K | – | 900 |
|
|
2021
Q1 | $16K | Hold |
2,684
| – | – | ﹤0.01% | 698 |
|
|
2020
Q4 | $14K | Sell |
2,684
-25,264
| -90% | -$132K | ﹤0.01% | 672 |
|
|
2020
Q3 | $126K | Buy |
27,948
+90
| +0.3% | +$406 | 0.04% | 297 |
|
|
2020
Q2 | $140K | Buy |
27,858
+3,844
| +16% | +$19.3K | 0.05% | 277 |
|
|
2020
Q1 | $112K | Buy |
24,014
+3,753
| +19% | +$17.5K | 0.05% | 288 |
|
|
2019
Q4 | $139K | Hold |
20,261
| – | – | 0.04% | 329 |
|
|
2019
Q3 | $141K | Buy |
20,261
+3,754
| +23% | +$26.1K | 0.04% | 313 |
|
|
2019
Q2 | $110K | Hold |
16,507
| – | – | 0.04% | 359 |
|
|
2019
Q1 | $111K | Buy |
16,507
+11,252
| +214% | +$75.7K | 0.04% | 360 |
|
|
2018
Q4 | $31K | Hold |
5,255
| – | – | 0.01% | 555 |
|
|
2018
Q3 | $31K | Hold |
5,255
| – | – | 0.01% | 643 |
|
|
2018
Q2 | $30K | Hold |
5,255
| – | – | 0.01% | 640 |
|
|
2018
Q1 | $29K | Buy |
+5,255
| New | +$29K | 0.01% | 633 |
|