GM Advisory Group’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,416
| Closed | -$209K | – | 104 |
|
|
2018
Q3 | $209K | Buy |
+1,416
| New | +$209K | 0.07% | 106 |
|
|
2018
Q2 | – | Sell |
-1,656
| Closed | -$245K | – | 126 |
|
|
2018
Q1 | $245K | Sell |
1,656
-95
| -5% | -$14.1K | 0.07% | 104 |
|
|
2017
Q4 | $297K | Sell |
1,751
-3
| -0.2% | -$509 | 0.08% | 94 |
|
|
2017
Q3 | $260K | Hold |
1,754
| – | – | 0.08% | 95 |
|
|
2017
Q2 | $223K | Buy |
1,754
+2
| +0.1% | +$254 | 0.07% | 102 |
|
|
2017
Q1 | $227K | Buy |
+1,752
| New | +$227K | 0.08% | 91 |
|
|
2015
Q1 | – | Sell |
-1,698
| Closed | -$225K | – | 43 |
|
|
2014
Q4 | $225K | Sell |
1,698
-20
| -1% | -$2.65K | 0.12% | 61 |
|
|
2014
Q3 | $212K | Sell |
1,718
-318
| -16% | -$39.2K | 0.16% | 62 |
|
|
2014
Q2 | $244K | Sell |
2,036
-399
| -16% | -$47.8K | 0.21% | 58 |
|
|
2014
Q1 | $266K | Buy |
2,435
+273
| +13% | +$29.8K | 0.21% | 56 |
|
|
2013
Q4 | $249K | Buy |
+2,162
| New | +$249K | 0.26% | 54 |
|