Atherton Lane Advisers’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $280K | Hold |
2,630
| – | – | 0.02% | 190 |
|
|
2015
Q3 | $287K | Hold |
2,630
| – | – | 0.02% | 185 |
|
|
2015
Q2 | $329K | Sell |
2,630
-312
| -11% | -$39K | 0.02% | 177 |
|
|
2015
Q1 | $385K | Sell |
2,942
-73
| -2% | -$9.55K | 0.02% | 185 |
|
|
2014
Q4 | $399K | Sell |
3,015
-112
| -4% | -$14.8K | 0.02% | 195 |
|
|
2014
Q3 | $386K | Sell |
3,127
-275
| -8% | -$33.9K | 0.02% | 195 |
|
|
2014
Q2 | $408K | Hold |
3,402
| – | – | 0.02% | 195 |
|
|
2014
Q1 | $374K | Buy |
3,402
+42
| +1% | +$4.62K | 0.02% | 111 |
|
|
2013
Q4 | $387K | Buy |
3,360
+254
| +8% | +$29.3K | 0.02% | 111 |
|
|
2013
Q3 | $283K | Buy |
3,106
+106
| +4% | +$9.66K | 0.02% | 114 |
|
|
2013
Q2 | $243K | Buy |
+3,000
| New | +$243K | 0.02% | 123 |
|