Genovese Burford & Brothers Wealth & Retirement Plan Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-852
| Closed | -$119K | – | 106 |
|
|
2018
Q2 | $119K | Buy |
852
+5
| +0.6% | +$698 | 0.04% | 113 |
|
|
2018
Q1 | $125K | Buy |
847
+4
| +0.5% | +$590 | 0.05% | 107 |
|
|
2017
Q4 | $143K | Buy |
843
+5
| +0.6% | +$848 | 0.37% | 54 |
|
|
2017
Q3 | $124K | Buy |
838
+4
| +0.5% | +$592 | 0.05% | 85 |
|
|
2017
Q2 | $106K | Buy |
834
+6
| +0.7% | +$763 | 0.04% | 97 |
|
|
2017
Q1 | $108K | Buy |
828
+4
| +0.5% | +$522 | 0.04% | 96 |
|
|
2016
Q4 | $92K | Buy |
824
+5
| +0.6% | +$558 | 0.02% | 113 |
|
|
2016
Q3 | $81K | Buy |
819
+46
| +6% | +$4.55K | 0.03% | 120 |
|
|
2016
Q2 | $69K | Buy |
773
+6
| +0.8% | +$536 | 0.03% | 120 |
|
|
2016
Q1 | $72K | Buy |
767
+6
| +0.8% | +$563 | 0.03% | 102 |
|
|
2015
Q4 | $81K | Buy |
+761
| New | +$81K | 0.04% | 100 |
|