Raymond James Financial Services Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,240
| Closed | -$75K | – | 3257 |
|
|
2022
Q3 | $75K | Buy |
+10,240
| New | +$84K | ﹤0.01% | 3041 |
|
|
2021
Q3 | – | Sell |
-10,294
| Closed | -$69K | – | 3293 |
|
|
2021
Q2 | $69K | Sell |
10,294
-1,637
| -14% | -$11.3K | ﹤0.01% | 3183 |
|
|
2021
Q1 | $73K | Sell |
11,931
-5,460
| -31% | -$27.7K | ﹤0.01% | 3070 |
|
|
2020
Q4 | $92K | Sell |
17,391
-151,407
| -90% | -$672K | ﹤0.01% | 2862 |
|
|
2020
Q3 | $758K | Sell |
168,798
-25,853
| -13% | -$125K | ﹤0.01% | 1717 |
|
|
2020
Q2 | $976K | Sell |
194,651
-14,241
| -7% | -$70.6K | ﹤0.01% | 1501 |
|
|
2020
Q1 | $978K | Sell |
208,892
-168,520
| -45% | -$1.08M | ﹤0.01% | 1214 |
|
|
2019
Q4 | $2.6M | Sell |
377,412
-4,880
| -1% | -$34.5K | 0.01% | 1047 |
|
|
2019
Q3 | $2.65M | Buy |
382,292
+150,767
| +65% | +$1.02M | 0.01% | 968 |
|
|
2019
Q2 | $1.55M | Sell |
231,525
-1,599
| -0.7% | -$10.7K | 0.01% | 1244 |
|
|
2019
Q1 | $1.56M | Sell |
233,124
-4,339
| -2% | -$28K | 0.01% | 1201 |
|
|
2018
Q4 | $1.39M | Sell |
237,463
-8,017
| -3% | -$47.7K | 0.01% | 1099 |
|
|
2018
Q3 | $1.44M | Sell |
245,480
-83
| -0% | -$478 | 0.01% | 1245 |
|
|
2018
Q2 | $1.38M | Sell |
245,563
-5,359
| -2% | -$29.1K | 0.01% | 1225 |
|
|
2018
Q1 | $1.36M | Sell |
250,922
-21,447
| -8% | -$115K | 0.01% | 1133 |
|
|
2017
Q4 | $1.59M | Buy |
272,369
+6,876
| +3% | +$40.5K | 0.01% | 1014 |
|
|
2017
Q3 | $1.55M | Sell |
265,493
-158,033
| -37% | -$943K | 0.01% | 1041 |
|
|
2017
Q2 | $2.42M | Buy |
423,526
+175,389
| +71% | +$1.02M | 0.02% | 798 |
|
|
2017
Q1 | $1.47M | Buy |
248,137
+12,784
| +5% | +$76.2K | 0.01% | 968 |
|
|
2016
Q4 | $1.43M | Sell |
235,353
-78,769
| -25% | -$449K | 0.01% | 937 |
|
|
2016
Q3 | $1.92M | Buy |
314,122
+17,438
| +6% | +$105K | 0.02% | 788 |
|
|
2016
Q2 | $1.75M | Buy |
296,684
+186,874
| +170% | +$1.03M | 0.02% | 801 |
|
|
2016
Q1 | $612K | Buy |
109,810
+14,781
| +16% | +$75.7K | 0.01% | 1161 |
|
|
2015
Q4 | $507K | Buy |
+95,029
| New | +$489K | 0.01% | 1198 |
|
|
2013
Q3 | – | Sell |
-83,243
| Closed | -$333K | – | 506 |
|
|
2013
Q2 | $333K | Buy |
+83,243
| New | +$341K | 0.01% | 984 |
|
Other funds holding AIV
SC
LBIM
LPC
