Regal Investment Advisors’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-200
| Closed | -$5K | – | 1177 |
|
|
2015
Q2 | $5K | Sell |
200
-700
| -78% | -$17.5K | ﹤0.01% | 767 |
|
|
2015
Q1 | $22K | Hold |
900
| – | – | 0.01% | 553 |
|
|
2014
Q4 | $21K | Hold |
900
| – | – | 0.01% | 523 |
|
|
2014
Q3 | $16K | Hold |
900
| – | – | ﹤0.01% | 607 |
|
|
2014
Q2 | $16K | Hold |
900
| – | – | 0.01% | 589 |
|
|
2014
Q1 | $15K | Hold |
900
| – | – | 0.01% | 579 |
|
|
2013
Q4 | $14K | Sell |
900
-300
| -25% | -$4.67K | 0.01% | 536 |
|
|
2013
Q3 | $18K | Buy |
+1,200
| New | +$18K | 0.01% | 499 |
|