Aevitas Wealth Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-516
| Closed | -$66K | – | 112 |
|
|
2019
Q1 | $66K | Sell |
516
-17
| -3% | -$2.17K | 0.06% | 164 |
|
|
2018
Q4 | $56K | Sell |
533
-402
| -43% | -$42.2K | 0.06% | 172 |
|
|
2018
Q3 | $138K | Buy |
935
+6
| +0.6% | +$886 | 0.13% | 121 |
|
|
2018
Q2 | $130K | Buy |
929
+6
| +0.7% | +$840 | 0.13% | 122 |
|
|
2018
Q1 | $137K | Buy |
923
+4
| +0.4% | +$594 | 0.14% | 118 |
|
|
2017
Q4 | $156K | Buy |
+919
| New | +$156K | 0.15% | 109 |
|