WFG Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $34K | Buy |
+6,005
| New | +$34K | 0.01% | 800 |
|
|
2015
Q2 | – | Sell |
-3,881
| Closed | -$20K | – | 1648 |
|
|
2015
Q1 | $20K | Buy |
3,881
+3,446
| +792% | +$17.8K | 0.01% | 980 |
|
|
2014
Q4 | $2K | Sell |
435
-23
| -5% | -$106 | ﹤0.01% | 1807 |
|
|
2014
Q3 | $2K | Buy |
458
+338
| +282% | +$1.48K | ﹤0.01% | 1823 |
|
|
2014
Q2 | $1K | Hold |
120
| – | – | ﹤0.01% | 1859 |
|
|
2014
Q1 | $0 | Hold |
120
| – | – | ﹤0.01% | 1968 |
|
|
2013
Q4 | $0 | Hold |
120
| – | – | ﹤0.01% | 2215 |
|
|
2013
Q3 | $0 | Hold |
120
| – | – | ﹤0.01% | 2143 |
|
|
2013
Q2 | $0 | Buy |
+120
| New | – | ﹤0.01% | 2076 |
|