FormulaFolio Investments’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,651
| Closed | -$385K | – | 340 |
|
|
2019
Q2 | $385K | Sell |
2,651
-151
| -5% | -$21.9K | 0.02% | 230 |
|
|
2019
Q1 | $359K | Sell |
2,802
-2,172
| -44% | -$278K | 0.02% | 241 |
|
|
2018
Q4 | $735K | Hold |
4,974
| – | – | 0.03% | 174 |
|
|
2018
Q3 | $735K | Sell |
4,974
-219
| -4% | -$32.4K | 0.03% | 174 |
|
|
2018
Q2 | $726K | Buy |
+5,193
| New | +$726K | 0.03% | 165 |
|
|
2018
Q1 | – | Sell |
-4,527
| Closed | -$767K | – | 272 |
|
|
2017
Q4 | $767K | Buy |
+4,527
| New | +$767K | 0.05% | 126 |
|
|
2017
Q3 | – | Sell |
-7,401
| Closed | -$942K | – | 220 |
|
|
2017
Q2 | $942K | Buy |
7,401
+2,531
| +52% | +$322K | 0.09% | 73 |
|
|
2017
Q1 | $631K | Buy |
+4,870
| New | +$631K | 0.07% | 97 |
|