TWM
AIV
Tolleson Wealth Management’s Aimco AIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-119,369
| Closed | -$1.09M | – | 88 |
|
|
2024
Q4 | $1.09M | Hold |
119,369
| – | – | 0.22% | 42 |
|
|
2024
Q3 | $1.08M | Hold |
119,369
| – | – | 0.21% | 37 |
|
|
2024
Q2 | $990K | Hold |
119,369
| – | – | 0.2% | 43 |
|
|
2024
Q1 | $978K | Buy |
119,369
+30,184
| +34% | +$247K | 0.19% | 43 |
|
|
2023
Q4 | $698K | Hold |
89,185
| – | – | 0.14% | 52 |
|
|
2023
Q3 | $606K | Hold |
89,185
| – | – | 0.15% | 51 |
|
|
2023
Q2 | $760K | Buy |
+89,185
| New | +$760K | 0.18% | 50 |
|
|
2021
Q3 | – | Sell |
-50,234
| Closed | -$337K | – | 67 |
|
|
2021
Q2 | $337K | Hold |
50,234
| – | – | 0.09% | 58 |
|
|
2021
Q1 | $308K | Buy |
+50,234
| New | +$308K | 0.09% | 61 |
|