AWS
Aris Wealth Services’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $33K | Sell |
306
-6,339
| -95% | -$684K | 0.07% | 119 |
|
|
2015
Q2 | $830K | Buy |
6,645
+340
| +5% | +$42.5K | 0.76% | 42 |
|
|
2015
Q1 | $825K | Buy |
6,305
+438
| +7% | +$57.3K | 0.77% | 38 |
|
|
2014
Q4 | $776K | Buy |
5,867
+94
| +2% | +$12.4K | 0.86% | 36 |
|
|
2014
Q3 | $712K | Buy |
5,773
+244
| +4% | +$30.1K | 0.88% | 30 |
|
|
2014
Q2 | $664K | Buy |
5,529
+30
| +0.5% | +$3.6K | 0.87% | 30 |
|
|
2014
Q1 | $605K | Sell |
5,499
-884
| -14% | -$97.3K | 0.89% | 34 |
|
|
2013
Q4 | $734K | Sell |
6,383
-133
| -2% | -$15.3K | 1.23% | 16 |
|
|
2013
Q3 | $593K | Buy |
6,516
+1,258
| +24% | +$114K | 1.09% | 24 |
|
|
2013
Q2 | $425K | Buy |
+5,258
| New | +$425K | 0.91% | 30 |
|