Wealthspire Advisors (Maryland)’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,749
| Closed | -$45K | – | 503 |
|
|
2019
Q1 | $45K | Sell |
6,749
-150
| -2% | -$1K | ﹤0.01% | 929 |
|
|
2018
Q4 | $40K | Buy |
6,899
+38
| +0.6% | +$220 | ﹤0.01% | 946 |
|
|
2018
Q3 | $40K | Hold |
6,861
| – | – | ﹤0.01% | 1043 |
|
|
2018
Q2 | $39K | Buy |
6,861
+758
| +12% | +$4.31K | ﹤0.01% | 1067 |
|
|
2018
Q1 | $33K | Buy |
6,103
+143
| +2% | +$773 | ﹤0.01% | 1129 |
|
|
2017
Q4 | $35K | Buy |
5,960
+893
| +18% | +$5.24K | ﹤0.01% | 1140 |
|
|
2017
Q3 | $30K | Buy |
5,067
+158
| +3% | +$935 | ﹤0.01% | 1158 |
|
|
2017
Q2 | $28K | Sell |
4,909
-654
| -12% | -$3.73K | ﹤0.01% | 1140 |
|
|
2017
Q1 | $33K | Buy |
5,563
+181
| +3% | +$1.07K | ﹤0.01% | 923 |
|
|
2016
Q4 | $33K | Buy |
5,382
+405
| +8% | +$2.48K | ﹤0.01% | 875 |
|
|
2016
Q3 | $30K | Sell |
4,977
-173
| -3% | -$1.04K | ﹤0.01% | 926 |
|
|
2016
Q2 | $30K | Sell |
5,150
-22
| -0.4% | -$128 | 0.01% | 863 |
|
|
2016
Q1 | $29K | Sell |
5,172
-330
| -6% | -$1.85K | 0.01% | 843 |
|
|
2015
Q4 | $29K | Buy |
+5,502
| New | +$29K | 0.01% | 847 |
|