Ropes Wealth Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-578
| Closed | -$3K | – | 604 |
|
|
2020
Q2 | $3K | Buy |
+578
| New | +$3K | ﹤0.01% | 505 |
|
|
2019
Q2 | – | Sell |
-15
| Closed | – | – | 556 |
|
|
2019
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 510 |
|
|
2017
Q2 | – | Sell |
-98
| Closed | -$1K | – | 512 |
|
|
2017
Q1 | $1K | Buy |
+98
| New | +$1K | ﹤0.01% | 494 |
|
|
2016
Q2 | – | Sell |
-435
| Closed | -$2K | – | 470 |
|
|
2016
Q1 | $2K | Buy |
435
+135
| +45% | +$621 | ﹤0.01% | 379 |
|
|
2015
Q4 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 390 |
|