Valeo Financial Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-615
| Closed | -$4K | – | 490 |
|
|
2021
Q1 | $4K | Sell |
615
-21
| -3% | -$137 | ﹤0.01% | 1511 |
|
|
2020
Q4 | $3K | Sell |
636
-4,011
| -86% | -$18.9K | ﹤0.01% | 1419 |
|
|
2020
Q3 | $21K | Hold |
4,647
| – | – | ﹤0.01% | 872 |
|
|
2020
Q2 | $23K | Hold |
4,647
| – | – | ﹤0.01% | 946 |
|
|
2020
Q1 | $25K | Hold |
4,647
| – | – | ﹤0.01% | 794 |
|
|
2019
Q4 | $32K | Buy |
+4,647
| New | +$32K | ﹤0.01% | 777 |
|