Wealth Enhancement Advisory Services’s Aimco AIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-76,415
Closed -$452K 3578
2025
Q4
$452K Sell
76,415
-25,046
-25% -$150K ﹤0.01% 2561
2025
Q3
$776K Sell
101,461
-3,898
-4% -$31.7K ﹤0.01% 2029
2025
Q2
$928K Sell
105,359
-111,433
-51% -$901K ﹤0.01% 1799
2025
Q1
$1.91M Buy
216,792
+4,088
+2% +$36.3K ﹤0.01% 1265
2024
Q4
$1.93M Buy
212,704
+4,765
+2% +$41.2K ﹤0.01% 1209
2024
Q3
$1.88M Buy
207,939
+162,518
+358% +$1.44M ﹤0.01% 1085
2024
Q2
$377K Buy
45,421
+12,279
+37% +$99K ﹤0.01% 1828
2024
Q1
$271K Buy
33,142
+1,595
+5% +$12.2K ﹤0.01% 1983
2023
Q4
$247K Buy
+31,547
New +$213K ﹤0.01% 1962
2020
Q1
Sell
-171,591
Closed -$1.18M 215
2019
Q4
$1.18M Buy
+171,591
New +$1.21M 0.04% 168

Other funds holding AIV