GCA
Gideon Capital Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,567
| Closed | -$819K | – | 261 |
|
|
2019
Q3 | $819K | Buy |
+5,567
| New | +$819K | 0.27% | 124 |
|
|
2019
Q1 | – | Sell |
-10,609
| Closed | -$1.11M | – | 366 |
|
|
2018
Q4 | $1.11M | Buy |
+10,609
| New | +$1.11M | 0.45% | 62 |
|
|
2018
Q2 | – | Sell |
-6,877
| Closed | -$1.02M | – | 360 |
|
|
2018
Q1 | $1.02M | Buy |
6,877
+1,844
| +37% | +$273K | 0.63% | 19 |
|
|
2017
Q4 | $853K | Buy |
+5,033
| New | +$853K | 0.75% | 17 |
|
|
2017
Q3 | – | Sell |
-7,592
| Closed | -$966K | – | 271 |
|
|
2017
Q2 | $966K | Buy |
+7,592
| New | +$966K | 1.06% | 7 |
|
|
2017
Q1 | – | Sell |
-2,689
| Closed | -$299K | – | 388 |
|
|
2016
Q4 | $299K | Buy |
+2,689
| New | +$299K | 0.19% | 253 |
|
|
2016
Q3 | – | Sell |
-10,503
| Closed | -$944K | – | 183 |
|
|
2016
Q2 | $944K | Buy |
+10,503
| New | +$944K | 0.55% | 60 |
|
|
2016
Q1 | – | Sell |
-11,723
| Closed | -$1.25M | – | 139 |
|
|
2015
Q4 | $1.25M | Buy |
+11,723
| New | +$1.25M | 0.91% | 34 |
|
|
2015
Q3 | – | Sell |
-4,680
| Closed | -$585K | – | 215 |
|
|
2015
Q2 | $585K | Sell |
4,680
-9,322
| -67% | -$1.17M | 0.24% | 126 |
|
|
2015
Q1 | $1.83M | Buy |
+14,002
| New | +$1.83M | 0.74% | 40 |
|
|
2014
Q2 | – | Sell |
-44,526
| Closed | -$4.9M | – | 243 |
|
|
2014
Q1 | $4.9M | Buy |
+44,526
| New | +$4.9M | 2.72% | 3 |
|