Freestone Capital Holdings’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-944
| Closed | -$284K | – | 432 |
|
|
2022
Q1 | $284K | Sell |
944
-68
| -7% | -$20.5K | 0.01% | 477 |
|
|
2021
Q4 | $305K | Buy |
+1,012
| New | +$305K | 0.01% | 401 |
|
|
2021
Q1 | – | Sell |
-66
| Closed | -$12.8K | – | 420 |
|
|
2020
Q4 | $12.8K | Hold |
66
| – | – | ﹤0.01% | 806 |
|
|
2020
Q3 | $10.2K | Buy |
+66
| New | +$10.2K | ﹤0.01% | 741 |
|
|
2020
Q1 | – | Sell |
-1,277
| Closed | -$213 | – | 372 |
|
|
2019
Q4 | $213 | Buy |
+1,277
| New | +$213 | ﹤0.01% | 374 |
|
|
2015
Q4 | – | Sell |
-3,000
| Closed | -$327K | – | 347 |
|
|
2015
Q3 | $327K | Buy |
+3,000
| New | +$327K | 0.04% | 277 |
|