Sutton Wealth Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20
| Closed | -$146 | – | 1639 |
|
|
2022
Q1 | $146 | Hold |
20
| – | – | ﹤0.01% | 1591 |
|
|
2021
Q4 | $154 | Hold |
20
| – | – | ﹤0.01% | 1651 |
|
|
2021
Q3 | $137 | Hold |
20
| – | – | ﹤0.01% | 1305 |
|
|
2021
Q2 | $134 | Hold |
20
| – | – | ﹤0.01% | 1278 |
|
|
2021
Q1 | $123 | Hold |
20
| – | – | ﹤0.01% | 1248 |
|
|
2020
Q4 | $106 | Sell |
20
-138
| -87% | -$613 | ﹤0.01% | 1226 |
|
|
2020
Q3 | $708 | Hold |
158
| – | – | ﹤0.01% | 1161 |
|
|
2020
Q2 | $790 | Sell |
158
-135
| -46% | -$669 | ﹤0.01% | 1143 |
|
|
2020
Q1 | $1.37K | Hold |
293
| – | – | ﹤0.01% | 1070 |
|
|
2019
Q4 | $2.01K | Hold |
293
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q3 | $2.03K | Hold |
293
| – | – | ﹤0.01% | 1053 |
|
|
2019
Q2 | $1.96K | Hold |
293
| – | – | ﹤0.01% | 1056 |
|
|
2019
Q1 | $1.96K | Sell |
293
-15
| -5% | -$97 | ﹤0.01% | 1049 |
|
|
2018
Q4 | $1.8K | Hold |
308
| – | – | ﹤0.01% | 998 |
|
|
2018
Q3 | $1.81K | Sell |
308
-4,496
| -94% | -$25.9K | ﹤0.01% | 1005 |
|
|
2018
Q2 | $27.1K | Hold |
4,804
| – | – | 0.02% | 475 |
|
|
2018
Q1 | $26.1K | Sell |
4,804
-458
| -9% | -$2.45K | 0.02% | 466 |
|
|
2017
Q4 | $30.6K | Hold |
5,262
| – | – | 0.02% | 405 |
|
|
2017
Q3 | $30.7K | Hold |
5,262
| – | – | 0.02% | 398 |
|
|
2017
Q2 | $30.1K | Buy |
5,262
+458
| +10% | +$2.67K | 0.02% | 393 |
|
|
2017
Q1 | $28.4K | Hold |
4,804
| – | – | 0.02% | 384 |
|
|
2016
Q4 | $29.1K | Buy |
4,804
+142
| +3% | +$810 | 0.03% | 376 |
|
|
2016
Q3 | $28.5K | Hold |
4,662
| – | – | 0.03% | 368 |
|
|
2016
Q2 | $27.4K | Hold |
4,662
| – | – | 0.03% | 355 |
|
|
2016
Q1 | $26K | Buy |
+4,662
| New | +$23.9K | 0.02% | 370 |
|
Other funds holding AIV
LPC
SC
LBIM
SP
