Capital Bank & Trust’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-65
| Closed | -$11K | – | 702 |
|
|
2019
Q4 | $11K | Sell |
65
-47
| -42% | -$7.95K | ﹤0.01% | 557 |
|
|
2019
Q3 | $16K | Sell |
112
-88
| -44% | -$12.6K | ﹤0.01% | 516 |
|
|
2019
Q2 | $29K | Buy |
+200
| New | +$29K | ﹤0.01% | 477 |
|
|
2019
Q1 | – | Sell |
-253
| Closed | -$26K | – | 677 |
|
|
2018
Q4 | $26K | Sell |
253
-106
| -30% | -$10.9K | ﹤0.01% | 475 |
|
|
2018
Q3 | $53K | Buy |
359
+220
| +158% | +$32.5K | ﹤0.01% | 449 |
|
|
2018
Q2 | $19K | Buy |
139
+46
| +49% | +$6.29K | ﹤0.01% | 492 |
|
|
2018
Q1 | $14K | Hold |
93
| – | – | ﹤0.01% | 491 |
|
|
2017
Q4 | $16K | Hold |
93
| – | – | ﹤0.01% | 519 |
|
|
2017
Q3 | $14K | Hold |
93
| – | – | ﹤0.01% | 480 |
|
|
2017
Q2 | $12K | Buy |
+93
| New | +$12K | ﹤0.01% | 459 |
|