DK
Darrell & King’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-260,463
| Closed | -$38.5M | – | 51 |
|
|
2018
Q3 | $38.5M | Sell |
260,463
-2,368
| -0.9% | -$350K | 5.46% | 3 |
|
|
2018
Q2 | $36.8M | Sell |
262,831
-9,931
| -4% | -$1.39M | 5.3% | 5 |
|
|
2018
Q1 | $40.4M | Sell |
272,762
-5,725
| -2% | -$847K | 5.73% | 2 |
|
|
2017
Q4 | $47.2M | Sell |
278,487
-1,105
| -0.4% | -$187K | 6.5% | 3 |
|
|
2017
Q3 | $41.5M | Sell |
279,592
-1,722
| -0.6% | -$256K | 5.94% | 3 |
|
|
2017
Q2 | $35.8M | Buy |
281,314
+5,971
| +2% | +$760K | 5.37% | 6 |
|
|
2017
Q1 | $35.7M | Buy |
+275,343
| New | +$35.7M | 5.85% | 5 |
|