Berman Capital Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $201K | Buy |
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|
2021
Q2 | $139K | Buy |
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|
2021
Q1 | $126K | Buy |
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|
2020
Q4 | $80K | Buy |
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|
2020
Q3 | $61K | Hold |
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|
2020
Q2 | $59K | Buy |
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|
2020
Q1 | $27K | Buy |
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|
2019
Q4 | $28K | Sell |
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|
2019
Q3 | $25K | Sell |
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|
2019
Q2 | $35K | Buy |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q4 | $7K | Buy |
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