Financial Architects (New Jersey)’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-82
| Closed | -$12K | – | 296 |
|
|
2020
Q2 | $12K | Sell |
82
-11
| -12% | -$1.41K | ﹤0.01% | 618 |
|
|
2020
Q1 | $10K | Hold |
93
| – | – | ﹤0.01% | 615 |
|
|
2019
Q4 | $15K | Hold |
93
| – | – | ﹤0.01% | 610 |
|
|
2019
Q3 | $14K | Sell |
93
-340
| -79% | -$47.6K | ﹤0.01% | 656 |
|
|
2019
Q2 | $63K | Sell |
433
-3,499
| -89% | -$506K | 0.01% | 461 |
|
|
2019
Q1 | $503K | Buy |
3,932
+248
| +7% | +$30.8K | 0.09% | 159 |
|
|
2018
Q4 | $385K | Buy |
3,684
+28
| +0.8% | +$3.52K | 0.08% | 177 |
|
|
2018
Q3 | $540K | Buy |
3,656
+132
| +4% | +$18.9K | 0.09% | 169 |
|
|
2018
Q2 | $493K | Buy |
3,524
+42
| +1% | +$5.95K | 0.09% | 163 |
|
|
2018
Q1 | $515K | Buy |
3,482
+1,611
| +86% | +$263K | 0.11% | 155 |
|
|
2017
Q4 | $317K | Hold |
1,871
| – | – | 0.05% | 233 |
|
|
2017
Q3 | $278K | Buy |
1,871
+21
| +1% | +$2.93K | 0.05% | 252 |
|
|
2017
Q2 | $235K | Sell |
1,850
-16
| -0.9% | -$2.03K | 0.05% | 283 |
|
|
2017
Q1 | $242K | Buy |
1,866
+756
| +68% | +$93.6K | 0.04% | 252 |
|
|
2016
Q4 | $123K | Buy |
1,110
+77
| +7% | +$8.13K | 0.03% | 345 |
|
|
2016
Q3 | $103K | Sell |
1,033
-24
| -2% | -$2.33K | 0.03% | 393 |
|
|
2016
Q2 | $95K | Buy |
1,057
+209
| +25% | +$20.2K | 0.03% | 383 |
|
|
2016
Q1 | $80K | Buy |
+848
| New | +$76K | 0.03% | 321 |
|
|
2015
Q3 | – | Sell |
-88
| Closed | -$11K | – | 241 |
|
|
2015
Q2 | $11K | Hold |
88
| – | – | ﹤0.01% | 762 |
|
|
2015
Q1 | $12K | Sell |
88
-80
| -48% | -$10.5K | ﹤0.01% | 670 |
|
|
2014
Q4 | $22K | Buy |
+168
| New | +$21.3K | 0.01% | 502 |
|
Other funds holding AMP
