Sowell Financial Services’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-229
| Closed | -$2K | – | 577 |
|
2021
Q1 | $2K | Hold |
229
| – | – | ﹤0.01% | 2794 |
|
2020
Q4 | $1K | Sell |
229
-1,505
| -87% | -$6.57K | ﹤0.01% | 2536 |
|
2020
Q3 | $8K | Buy |
+1,734
| New | +$8K | ﹤0.01% | 1853 |
|
2020
Q2 | – | Sell |
-6,576
| Closed | -$31K | – | 2444 |
|
2020
Q1 | $31K | Buy |
6,576
+6,020
| +1,083% | +$28.4K | ﹤0.01% | 1226 |
|
2019
Q4 | $4K | Buy |
+556
| New | +$4K | ﹤0.01% | 1943 |
|