Ergoteles’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,449
| Closed | -$5.96M | – | 1026 |
|
|
2023
Q1 | $5.96M | Buy |
+19,449
| New | +$5.96M | 0.23% | 71 |
|
|
2022
Q4 | – | Sell |
-15,674
| Closed | -$3.95M | – | 1421 |
|
|
2022
Q3 | $3.95M | Buy |
+15,674
| New | +$3.95M | 0.14% | 158 |
|
|
2022
Q1 | – | Sell |
-1,152
| Closed | -$348K | – | 1188 |
|
|
2021
Q4 | $348K | Sell |
1,152
-22,549
| -95% | -$6.81M | 0.01% | 794 |
|
|
2021
Q3 | $6.26M | Buy |
+23,701
| New | +$6.26M | 0.23% | 118 |
|
|
2021
Q2 | – | Sell |
-81,321
| Closed | -$18.9M | – | 1469 |
|
|
2021
Q1 | $18.9M | Buy |
81,321
+37,021
| +84% | +$8.61M | 0.59% | 40 |
|
|
2020
Q4 | $8.61M | Buy |
44,300
+35,900
| +427% | +$6.98M | 0.29% | 90 |
|
|
2020
Q3 | $1.3M | Buy |
+8,400
| New | +$1.3M | 0.17% | 111 |
|