Patriot Financial Group Insurance Agency’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,804
| Closed | -$28K | – | 949 |
|
|
2017
Q4 | $28K | Buy |
4,804
+15
| +0.3% | +$87 | 0.02% | 394 |
|
|
2017
Q3 | $29K | Buy |
4,789
+2,537
| +113% | +$15.4K | 0.03% | 338 |
|
|
2017
Q2 | $13K | Hold |
2,252
| – | – | 0.01% | 470 |
|
|
2017
Q1 | $13K | Hold |
2,252
| – | – | 0.01% | 443 |
|
|
2016
Q4 | $13K | Buy |
+2,252
| New | +$13K | 0.02% | 417 |
|