GIA
Gargoyle Investment Advisor’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $881K | Hold |
5,290
| – | – | 1.36% | 32 |
|
|
2019
Q3 | $778K | Hold |
5,290
| – | – | 0.98% | 47 |
|
|
2019
Q2 | $768K | Hold |
5,290
| – | – | 0.85% | 57 |
|
|
2019
Q1 | $678K | Hold |
5,290
| – | – | 0.65% | 69 |
|
|
2018
Q4 | $552K | Buy |
+5,290
| New | +$552K | 0.5% | 79 |
|
|
2017
Q3 | – | Sell |
-25,456
| Closed | -$3.24M | – | 173 |
|
|
2017
Q2 | $3.24M | Sell |
25,456
-3,700
| -13% | -$471K | 1.28% | 18 |
|
|
2017
Q1 | $3.78M | Sell |
29,156
-3,277
| -10% | -$425K | 1.46% | 6 |
|
|
2016
Q4 | $3.6M | Buy |
32,433
+5,371
| +20% | +$596K | 1.4% | 8 |
|
|
2016
Q3 | $2.7M | Hold |
27,062
| – | – | 1.02% | 25 |
|
|
2016
Q2 | $2.43M | Buy |
27,062
+700
| +3% | +$62.9K | 0.91% | 40 |
|
|
2016
Q1 | $2.48M | Buy |
+26,362
| New | +$2.48M | 0.84% | 47 |
|