Compagnie Lombard Odier SCmA’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 489 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 552 |
|
|
2023
Q1 | – | Sell |
-319
| Closed | -$99K | – | 615 |
|
|
2022
Q4 | $99K | Buy |
+319
| New | +$97.3K | ﹤0.01% | 393 |
|
|
2018
Q4 | – | Sell |
-30
| Closed | -$4K | – | 549 |
|
|
2018
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 537 |
|
|
2018
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 574 |
|
|
2018
Q1 | $4K | Sell |
30
-30
| -50% | -$4.89K | ﹤0.01% | 583 |
|
|
2017
Q4 | $10K | Buy |
60
+30
| +100% | +$4.81K | ﹤0.01% | 601 |
|
|
2017
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 665 |
|
|
2017
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 682 |
|
|
2017
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 694 |
|
|
2016
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 785 |
|
|
2016
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 880 |
|
|
2016
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 872 |
|
|
2016
Q1 | $3K | Sell |
30
-500
| -94% | -$44.8K | ﹤0.01% | 938 |
|
|
2015
Q4 | $56K | Hold |
530
| – | – | ﹤0.01% | 677 |
|
|
2015
Q3 | $58K | Hold |
530
| – | – | ﹤0.01% | 592 |
|
|
2015
Q2 | $66K | Hold |
530
| – | – | ﹤0.01% | 611 |
|
|
2015
Q1 | $69K | Sell |
530
-30
| -5% | -$3.95K | ﹤0.01% | 731 |
|
|
2014
Q4 | $74K | Sell |
560
-1,443
| -72% | -$183K | ﹤0.01% | 589 |
|
|
2014
Q3 | $247K | Hold |
2,003
| – | – | 0.01% | 454 |
|
|
2014
Q2 | $240K | Buy |
2,003
+500
| +33% | +$55.9K | 0.01% | 490 |
|
|
2014
Q1 | $166K | Hold |
1,503
| – | – | 0.01% | 564 |
|
|
2013
Q4 | $173K | Buy |
+1,503
| New | +$155K | 0.01% | 557 |
|
Other funds holding AMP
