SW
AIV

Simplicity Wealth’s Aimco AIV Stock Holding History

Simplicity Wealth’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-144,892
Closed -$1.2M – 510
2024
Q2 		$1.2M Buy
144,892
+89
+0.1% +$738 0.03% 479
2024
Q1 		$1.19M Buy
+144,803
New +$1.19M 0.03% 472