SBSB
AIV
Sullivan, Bruyette, Speros & Blaney’s Aimco AIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,236
| Closed | -$109K | – | 399 |
|
|
2020
Q3 | $109K | Sell |
3,236
-306
| -9% | -$10.3K | 0.01% | 332 |
|
|
2020
Q2 | $133K | Hold |
3,542
| – | – | 0.01% | 284 |
|
|
2020
Q1 | $125K | Hold |
3,542
| – | – | 0.01% | 270 |
|
|
2019
Q4 | $183K | Hold |
3,542
| – | – | 0.01% | 262 |
|
|
2019
Q3 | $185K | Buy |
+3,542
| New | +$185K | 0.01% | 248 |
|