Wealth Enhancement Advisory Services’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Sell |
105,359
-111,433
| -51% | -$982K | ﹤0.01% | 1788 |
|
|
2025
Q1 | $1.91M | Buy |
216,792
+4,088
| +2% | +$36K | ﹤0.01% | 1263 |
|
|
2024
Q4 | $1.93M | Buy |
212,704
+4,765
| +2% | +$43.3K | ﹤0.01% | 1206 |
|
|
2024
Q3 | $1.88M | Buy |
207,939
+162,518
| +358% | +$1.47M | ﹤0.01% | 1083 |
|
|
2024
Q2 | $377K | Buy |
45,421
+12,279
| +37% | +$102K | ﹤0.01% | 1826 |
|
|
2024
Q1 | $271K | Buy |
33,142
+1,595
| +5% | +$13.1K | ﹤0.01% | 1983 |
|
|
2023
Q4 | $247K | Buy |
+31,547
| New | +$247K | ﹤0.01% | 1959 |
|
|
2020
Q1 | – | Sell |
-171,591
| Closed | -$1.18M | – | 215 |
|
|
2019
Q4 | $1.18M | Buy |
+171,591
| New | +$1.18M | 0.04% | 168 |
|