Transamerica Financial Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$1K | – | 576 |
|
|
2024
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 419 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 386 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 421 |
|
|
2023
Q4 | $1K | Sell |
1
-6
| -86% | -$6K | ﹤0.01% | 379 |
|
|
2023
Q3 | $1K | Buy |
7
+5
| +250% | +$714 | ﹤0.01% | 405 |
|
|
2023
Q2 | $1K | Buy |
2
+1
| +100% | +$500 | ﹤0.01% | 378 |
|
|
2023
Q1 | $1K | Sell |
1
-103
| -99% | -$103K | ﹤0.01% | 374 |
|
|
2022
Q4 | $1K | Buy |
104
+99
| +1,980% | +$952 | ﹤0.01% | 420 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 396 |
|
|
2022
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 404 |
|
|
2020
Q3 | – | Sell |
-15
| Closed | -$1K | – | 194 |
|
|
2020
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 328 |
|
|
2019
Q3 | – | Sell |
-53
| Closed | -$1K | – | 108 |
|
|
2019
Q2 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 405 |
|
|
2019
Q1 | – | Sell |
-60
| Closed | -$1K | – | 108 |
|
|
2018
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 380 |
|
|
2018
Q3 | $1K | Sell |
60
-38
| -39% | -$633 | ﹤0.01% | 388 |
|
|
2018
Q2 | $1K | Sell |
98
-8,167
| -99% | -$83.3K | ﹤0.01% | 342 |
|
|
2018
Q1 | $45K | Sell |
8,265
-98,902
| -92% | -$538K | 0.01% | 239 |
|
|
2017
Q4 | $624K | Sell |
107,167
-511
| -0.5% | -$2.98K | 0.08% | 182 |
|
|
2017
Q3 | $630K | Sell |
107,678
-2,117
| -2% | -$12.4K | 0.08% | 175 |
|
|
2017
Q2 | $629K | Sell |
109,795
-885
| -0.8% | -$5.07K | 0.09% | 159 |
|
|
2017
Q1 | $654K | Buy |
110,680
+1,141
| +1% | +$6.74K | 0.08% | 171 |
|
|
2016
Q4 | $664K | Buy |
109,539
+10,562
| +11% | +$64K | 0.08% | 163 |
|
|
2016
Q3 | $606K | Buy |
98,977
+10,524
| +12% | +$64.4K | 0.07% | 186 |
|
|
2016
Q2 | $521K | Buy |
88,453
+21,898
| +33% | +$129K | 0.05% | 190 |
|
|
2016
Q1 | $371K | Sell |
66,555
-42,827
| -39% | -$239K | 0.03% | 244 |
|
|
2015
Q4 | $584K | Buy |
109,382
+6,111
| +6% | +$32.6K | 0.04% | 217 |
|
|
2015
Q3 | $510K | Buy |
103,271
+1,291
| +1% | +$6.38K | 0.04% | 200 |
|
|
2015
Q2 | $502K | Buy |
101,980
+6,073
| +6% | +$29.9K | 0.04% | 224 |
|
|
2015
Q1 | $503K | Buy |
95,907
+14,255
| +17% | +$74.8K | 0.04% | 228 |
|
|
2014
Q4 | $405K | Buy |
81,652
+8,063
| +11% | +$40K | 0.03% | 213 |
|
|
2014
Q3 | $312K | Buy |
73,589
+2,680
| +4% | +$11.4K | 0.03% | 216 |
|
|
2014
Q2 | $305K | Buy |
70,909
+1,404
| +2% | +$6.04K | 0.03% | 234 |
|
|
2014
Q1 | $280K | Buy |
69,505
+69,475
| +231,583% | +$280K | 0.03% | 218 |
|
|
2013
Q4 | $1K | Sell |
30
-443
| -94% | -$14.8K | ﹤0.01% | 549 |
|
|
2013
Q3 | $2K | Sell |
473
-146,765
| -100% | -$621K | ﹤0.01% | 537 |
|
|
2013
Q2 | $590K | Buy |
+147,238
| New | +$590K | 0.1% | 105 |
|