Ameriprise’s PRECIDIAN INVESTMENTS MAXIS NIKKEI 225 INDEX NKY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-72,975
| Closed | -$1.35M | – | 3941 |
|
|
2015
Q4 | $1.35M | Sell |
72,975
-18,615
| -20% | -$344K | ﹤0.01% | 2805 |
|
|
2015
Q3 | $1.6M | Buy |
91,590
+10,300
| +13% | +$179K | ﹤0.01% | 2725 |
|
|
2015
Q2 | $1.59M | Buy |
81,290
+13,390
| +20% | +$262K | ﹤0.01% | 2861 |
|
|
2015
Q1 | $1.24M | Buy |
67,900
+3,820
| +6% | +$70K | ﹤0.01% | 2816 |
|
|
2014
Q4 | $1.09M | Buy |
64,080
+60,555
| +1,718% | +$1.03M | ﹤0.01% | 2844 |
|
|
2014
Q3 | $62K | Sell |
3,525
-1,000
| -22% | -$17.6K | ﹤0.01% | 3897 |
|
|
2014
Q2 | $80K | Hold |
4,525
| – | – | ﹤0.01% | 3690 |
|
|
2014
Q1 | $77K | Sell |
4,525
-300
| -6% | -$5.11K | ﹤0.01% | 3617 |
|
|
2013
Q4 | $89K | Hold |
4,825
| – | – | ﹤0.01% | 3430 |
|
|
2013
Q3 | $85K | Hold |
4,825
| – | – | ﹤0.01% | 3535 |
|
|
2013
Q2 | $79K | Buy |
+4,825
| New | +$79K | ﹤0.01% | 3483 |
|