CIM Investment Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,032
| Closed | -$621K | – | 288 |
|
|
2020
Q3 | $621K | Sell |
4,032
-44
| -1% | -$6.78K | 0.24% | 89 |
|
|
2020
Q2 | $612K | Buy |
+4,076
| New | +$612K | 0.25% | 88 |
|
|
2019
Q2 | – | Sell |
-4,337
| Closed | -$556K | – | 317 |
|
|
2019
Q1 | $556K | Hold |
4,337
| – | – | 0.21% | 108 |
|
|
2018
Q4 | $453K | Sell |
4,337
-175
| -4% | -$18.3K | 0.2% | 119 |
|
|
2018
Q3 | $666K | Sell |
4,512
-2
| -0% | -$295 | 0.24% | 93 |
|
|
2018
Q2 | $631K | Sell |
4,514
-126
| -3% | -$17.6K | 0.22% | 115 |
|
|
2018
Q1 | $686K | Sell |
4,640
-114
| -2% | -$16.9K | 0.23% | 113 |
|
|
2017
Q4 | $806K | Sell |
4,754
-72
| -1% | -$12.2K | 0.28% | 93 |
|
|
2017
Q3 | $717K | Sell |
4,826
-266
| -5% | -$39.5K | 0.26% | 84 |
|
|
2017
Q2 | $648K | Sell |
5,092
-80
| -2% | -$10.2K | 0.23% | 107 |
|
|
2017
Q1 | $671K | Sell |
5,172
-479
| -8% | -$62.1K | 0.23% | 102 |
|
|
2016
Q4 | $627K | Buy |
5,651
+65
| +1% | +$7.21K | 0.23% | 115 |
|
|
2016
Q3 | $557K | Sell |
5,586
-430
| -7% | -$42.9K | 0.21% | 121 |
|
|
2016
Q2 | $541K | Sell |
6,016
-260
| -4% | -$23.4K | 0.22% | 123 |
|
|
2016
Q1 | $590K | Sell |
6,276
-1,306
| -17% | -$123K | 0.26% | 117 |
|
|
2015
Q4 | $807K | Hold |
7,582
| – | – | 0.37% | 95 |
|
|
2015
Q3 | $827K | Hold |
7,582
| – | – | 0.4% | 86 |
|
|
2015
Q2 | $947K | Sell |
7,582
-35
| -0.5% | -$4.37K | 0.42% | 81 |
|
|
2015
Q1 | $997K | Hold |
7,617
| – | – | 0.43% | 82 |
|
|
2014
Q4 | $1.01M | Hold |
7,617
| – | – | 0.46% | 74 |
|
|
2014
Q3 | $940K | Sell |
7,617
-511
| -6% | -$63.1K | 0.48% | 76 |
|
|
2014
Q2 | $975K | Sell |
8,128
-248
| -3% | -$29.7K | 0.49% | 78 |
|
|
2014
Q1 | $922K | Buy |
+8,376
| New | +$922K | 0.42% | 84 |
|