Blue Bell Private Wealth Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-480
| Closed | -$48K | – | 269 |
|
|
2016
Q3 | $48K | Hold |
480
| – | – | 0.03% | 207 |
|
|
2016
Q2 | $44K | Hold |
480
| – | – | 0.03% | 220 |
|
|
2016
Q1 | $45K | Hold |
480
| – | – | 0.03% | 227 |
|
|
2015
Q4 | $51K | Hold |
480
| – | – | 0.03% | 214 |
|
|
2015
Q3 | $52K | Hold |
480
| – | – | 0.04% | 208 |
|
|
2015
Q2 | $60K | Hold |
480
| – | – | 0.04% | 198 |
|
|
2015
Q1 | $62K | Hold |
480
| – | – | 0.04% | 195 |
|
|
2014
Q4 | $63K | Hold |
480
| – | – | 0.04% | 200 |
|
|
2014
Q3 | $59K | Hold |
480
| – | – | 0.04% | 216 |
|
|
2014
Q2 | $58K | Hold |
480
| – | – | 0.04% | 206 |
|
|
2014
Q1 | $53K | Hold |
480
| – | – | 0.04% | 181 |
|
|
2013
Q4 | $55K | Buy |
+480
| New | +$55K | 0.04% | 178 |
|