Wealthfront Advisers’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-99,555
| Closed | -$447K | – | 526 |
|
|
2020
Q3 | $447K | Sell |
99,555
-9,294
| -9% | -$41.7K | ﹤0.01% | 417 |
|
|
2020
Q2 | $546K | Sell |
108,849
-150,751
| -58% | -$756K | ﹤0.01% | 392 |
|
|
2020
Q1 | $1.22M | Buy |
259,600
+148,327
| +133% | +$695K | 0.01% | 230 |
|
|
2019
Q4 | $766K | Buy |
111,273
+6,395
| +6% | +$44K | 0.01% | 362 |
|
|
2019
Q3 | $728K | Buy |
104,878
+14,999
| +17% | +$104K | 0.01% | 340 |
|
|
2019
Q2 | $600K | Buy |
89,879
+27,100
| +43% | +$181K | 0.01% | 360 |
|
|
2019
Q1 | $421K | Sell |
62,779
-12,034
| -16% | -$80.7K | ﹤0.01% | 387 |
|
|
2018
Q4 | $437K | Buy |
+74,813
| New | +$437K | ﹤0.01% | 359 |
|