CWM
Confluence Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,323
| Closed | -$500K | – | 132 |
|
|
2016
Q1 | $500K | Buy |
5,323
+1,910
| +56% | +$179K | 0.23% | 90 |
|
|
2015
Q4 | $363K | Sell |
3,413
-4,410
| -56% | -$469K | 0.18% | 101 |
|
|
2015
Q3 | $854K | Sell |
7,823
-175
| -2% | -$19.1K | 0.46% | 59 |
|
|
2015
Q2 | $999K | Buy |
7,998
+58
| +0.7% | +$7.25K | 0.55% | 52 |
|
|
2015
Q1 | $1.04M | Buy |
+7,940
| New | +$1.04M | 0.6% | 45 |
|