United Capital Financial Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-121,588
| Closed | -$715K | – | 1283 |
|
|
2018
Q3 | $715K | Buy |
121,588
+2,132
| +2% | +$12.5K | 0.01% | 866 |
|
|
2018
Q2 | $673K | Sell |
119,456
-37,744
| -24% | -$213K | 0.01% | 863 |
|
|
2018
Q1 | $853K | Sell |
157,200
-9,451
| -6% | -$51.3K | 0.01% | 813 |
|
|
2017
Q4 | $970K | Sell |
166,651
-25,959
| -13% | -$151K | 0.01% | 786 |
|
|
2017
Q3 | $1.13M | Sell |
192,610
-56,616
| -23% | -$331K | 0.01% | 747 |
|
|
2017
Q2 | $1.43M | Buy |
249,226
+33,811
| +16% | +$194K | 0.01% | 664 |
|
|
2017
Q1 | $1.27M | Buy |
215,415
+24,952
| +13% | +$147K | 0.01% | 676 |
|
|
2016
Q4 | $1.15M | Sell |
190,463
-49,545
| -21% | -$300K | 0.01% | 713 |
|
|
2016
Q3 | $1.47M | Buy |
240,008
+29,938
| +14% | +$183K | 0.01% | 670 |
|
|
2016
Q2 | $1.23M | Sell |
210,070
-807,597
| -79% | -$4.73M | 0.01% | 675 |
|
|
2016
Q1 | $5.67M | Buy |
1,017,667
+121,767
| +14% | +$678K | 0.06% | 313 |
|
|
2015
Q4 | $4.78M | Buy |
895,900
+833,503
| +1,336% | +$4.44M | 0.06% | 336 |
|
|
2015
Q3 | $308K | Buy |
62,397
+20,404
| +49% | +$101K | ﹤0.01% | 1050 |
|
|
2015
Q2 | $207K | Buy |
+41,993
| New | +$207K | ﹤0.01% | 1179 |
|