Wealthfront’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $498K | Buy |
84,707
+9,669
| +13% | +$56.8K | ﹤0.01% | 379 |
|
|
2018
Q2 | $423K | Sell |
75,038
-55,701
| -43% | -$314K | ﹤0.01% | 389 |
|
|
2018
Q1 | $710K | Buy |
130,739
+30,403
| +30% | +$165K | 0.01% | 325 |
|
|
2017
Q4 | $584K | Buy |
100,336
+1,561
| +2% | +$9.09K | 0.01% | 328 |
|
|
2017
Q3 | $577K | Buy |
98,775
+40,582
| +70% | +$237K | 0.01% | 298 |
|
|
2017
Q2 | $333K | Buy |
+58,193
| New | +$333K | 0.01% | 362 |
|
|
2015
Q4 | – | Sell |
-13,985
| Closed | -$69K | – | 318 |
|
|
2015
Q3 | $69K | Sell |
13,985
-526
| -4% | -$2.6K | ﹤0.01% | 467 |
|
|
2015
Q2 | $71K | Buy |
14,511
+1,179
| +9% | +$5.77K | ﹤0.01% | 461 |
|
|
2015
Q1 | $70K | Buy |
13,332
+2,672
| +25% | +$14K | ﹤0.01% | 445 |
|
|
2014
Q4 | $53K | Buy |
10,660
+1,066
| +11% | +$5.3K | ﹤0.01% | 469 |
|
|
2014
Q3 | $41K | Buy |
9,594
+2,117
| +28% | +$9.05K | ﹤0.01% | 437 |
|
|
2014
Q2 | $32K | Buy |
7,477
+2,462
| +49% | +$10.5K | ﹤0.01% | 436 |
|
|
2014
Q1 | $20K | Buy |
+5,015
| New | +$20K | ﹤0.01% | 432 |
|