Veritable’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-100,674
| Closed | -$505K | – | 737 |
|
|
2020
Q2 | $505K | Sell |
100,674
-5,998
| -6% | -$30.1K | 0.01% | 464 |
|
|
2020
Q1 | $499K | Buy |
106,672
+74,355
| +230% | +$348K | 0.01% | 448 |
|
|
2019
Q4 | $222K | Buy |
32,317
+1,464
| +5% | +$10.1K | ﹤0.01% | 757 |
|
|
2019
Q3 | $214K | Buy |
+30,853
| New | +$214K | ﹤0.01% | 744 |
|
|
2019
Q2 | – | Sell |
-32,910
| Closed | -$220K | – | 799 |
|
|
2019
Q1 | $220K | Buy |
+32,910
| New | +$220K | ﹤0.01% | 729 |
|
|
2016
Q4 | – | Sell |
-33,630
| Closed | -$206K | – | 733 |
|
|
2016
Q3 | $206K | Buy |
+33,630
| New | +$206K | 0.01% | 681 |
|
|
2015
Q2 | – | Sell |
-60,497
| Closed | -$317K | – | 739 |
|
|
2015
Q1 | $317K | Buy |
60,497
+225
| +0.4% | +$1.18K | 0.01% | 727 |
|
|
2014
Q4 | $298K | Buy |
60,272
+1,644
| +3% | +$8.13K | 0.01% | 743 |
|
|
2014
Q3 | $249K | Hold |
58,628
| – | – | 0.01% | 828 |
|
|
2014
Q2 | $252K | Buy |
58,628
+1,817
| +3% | +$7.81K | 0.01% | 807 |
|
|
2014
Q1 | $229K | Sell |
56,811
-2,801
| -5% | -$11.3K | 0.01% | 812 |
|
|
2013
Q4 | $206K | Sell |
59,612
-35,830
| -38% | -$124K | ﹤0.01% | 823 |
|
|
2013
Q3 | $355K | Sell |
95,442
-41,918
| -31% | -$156K | 0.01% | 666 |
|
|
2013
Q2 | $550K | Buy |
+137,360
| New | +$550K | 0.01% | 542 |
|