Aspiriant Holdings S3’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,922
| Closed | -$240K | – | 106 |
|
|
2015
Q2 | $240K | Hold |
1,922
| – | – | 0.1% | 103 |
|
|
2015
Q1 | $251K | Hold |
1,922
| – | – | 0.1% | 102 |
|
|
2014
Q4 | $254K | Hold |
1,922
| – | – | 0.1% | 103 |
|
|
2014
Q3 | $237K | Hold |
1,922
| – | – | 0.1% | 102 |
|
|
2014
Q2 | $231K | Sell |
1,922
-1,018
| -35% | -$122K | 0.09% | 110 |
|
|
2014
Q1 | $324K | Hold |
2,940
| – | – | 0.14% | 94 |
|
|
2013
Q4 | $338K | Buy |
2,940
+80
| +3% | +$9.2K | 0.13% | 91 |
|
|
2013
Q3 | $260K | Sell |
2,860
-960
| -25% | -$87.3K | 0.11% | 93 |
|
|
2013
Q2 | $309K | Buy |
+3,820
| New | +$309K | 0.14% | 88 |
|