Gilbert & Cook’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,785
| Closed | -$297K | – | 127 |
|
|
2019
Q4 | $297K | Buy |
1,785
+213
| +14% | +$35.4K | 0.07% | 103 |
|
|
2019
Q3 | $231K | Buy |
1,572
+86
| +6% | +$12.6K | 0.06% | 103 |
|
|
2019
Q2 | $216K | Buy |
+1,486
| New | +$216K | 0.06% | 104 |
|
|
2018
Q2 | – | Sell |
-1,682
| Closed | -$249K | – | 95 |
|
|
2018
Q1 | $249K | Sell |
1,682
-108
| -6% | -$16K | 0.09% | 72 |
|
|
2017
Q4 | $303K | Buy |
1,790
+30
| +2% | +$5.08K | 0.11% | 57 |
|
|
2017
Q3 | $261K | Sell |
1,760
-893
| -34% | -$132K | 0.1% | 65 |
|
|
2017
Q2 | $338K | Buy |
+2,653
| New | +$338K | 0.12% | 82 |
|