Shine Investment Advisory Services’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $376K | Hold |
83,618
| – | – | 0.13% | 82 |
|
|
2020
Q2 | $419K | Hold |
83,618
| – | – | 0.15% | 76 |
|
|
2020
Q1 | $392K | Buy |
83,618
+24,021
| +40% | +$113K | 0.18% | 71 |
|
|
2019
Q4 | $410K | Hold |
59,597
| – | – | 0.16% | 77 |
|
|
2019
Q3 | $414K | Buy |
+59,597
| New | +$414K | 0.2% | 69 |
|
|
2019
Q2 | – | Hold |
0
| – | -$399K | – | 71 |
|
|
2019
Q1 | – | Hold |
0
| – | -$206K | – | 74 |
|
|
2018
Q4 | – | Hold |
0
| – | -$207K | – | 102 |
|
|
2018
Q3 | – | Sell |
-35,207
| Closed | -$198K | – | 102 |
|
|
2018
Q2 | $198K | Buy |
+35,207
| New | +$198K | 0.1% | 106 |
|
|
2018
Q1 | – | Hold |
0
| – | -$100K | – | 179 |
|
|
2017
Q4 | – | Hold |
0
| – | -$100K | – | 172 |
|
|
2017
Q3 | – | Hold |
0
| – | -$98K | – | 167 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 158 |
|