Berman Capital Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $201K | Buy |
764
+206
| +37% | +$54.2K | 0.03% | 262 |
|
|
2021
Q2 | $139K | Buy |
558
+16
| +3% | +$3.99K | 0.02% | 301 |
|
|
2021
Q1 | $126K | Buy |
542
+126
| +30% | +$29.3K | 0.03% | 256 |
|
|
2020
Q4 | $80K | Buy |
416
+20
| +5% | +$3.85K | 0.02% | 292 |
|
|
2020
Q3 | $61K | Hold |
396
| – | – | 0.02% | 296 |
|
|
2020
Q2 | $59K | Buy |
396
+118
| +42% | +$17.6K | 0.02% | 295 |
|
|
2020
Q1 | $27K | Buy |
278
+104
| +60% | +$10.1K | 0.01% | 420 |
|
|
2019
Q4 | $28K | Sell |
174
-2
| -1% | -$322 | 0.01% | 440 |
|
|
2019
Q3 | $25K | Sell |
176
-69
| -28% | -$9.8K | 0.01% | 447 |
|
|
2019
Q2 | $35K | Buy |
245
+142
| +138% | +$20.3K | 0.01% | 372 |
|
|
2019
Q1 | $13K | Buy |
103
+27
| +36% | +$3.41K | ﹤0.01% | 570 |
|
|
2018
Q4 | $7K | Buy |
+76
| New | +$7K | ﹤0.01% | 586 |
|