Summit Global Investments’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-111,581
| Closed | -$650K | – | 265 |
|
|
2017
Q4 | $650K | Sell |
111,581
-86,013
| -44% | -$501K | 0.1% | 129 |
|
|
2017
Q3 | $1.15M | Buy |
197,594
+97,836
| +98% | +$571K | 0.18% | 81 |
|
|
2017
Q2 | $571K | Buy |
99,758
+25,516
| +34% | +$146K | 0.17% | 117 |
|
|
2017
Q1 | $439K | Hold |
74,242
| – | – | 0.14% | 165 |
|
|
2016
Q4 | $450K | Buy |
+74,242
| New | +$450K | 0.16% | 136 |
|