Groesbeck Investment 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
Q2 | – | Sell |
-1,500
| Closed | -$222K | – | 95 |
|
|
2018
Q1 | $222K | Sell |
1,500
-400
| -21% | -$59.2K | 0.16% | 86 |
|
|
2017
Q4 | $322K | Hold |
1,900
| – | – | 0.23% | 76 |
|
|
2017
Q3 | $282K | Hold |
1,900
| – | – | 0.2% | 80 |
|
|
2017
Q2 | $242K | Hold |
1,900
| – | – | 0.18% | 84 |
|
|
2017
Q1 | $246K | Hold |
1,900
| – | – | 0.18% | 83 |
|
|
2016
Q4 | $211K | Buy |
+1,900
| New | +$211K | 0.16% | 85 |
|
|
2016
Q2 | – | Sell |
-2,370
| Closed | -$223K | – | 83 |
|
|
2016
Q1 | $223K | Hold |
2,370
| – | – | 0.16% | 77 |
|
|
2015
Q4 | $252K | Hold |
2,370
| – | – | 0.16% | 77 |
|
|
2015
Q3 | $259K | Hold |
2,370
| – | – | 0.16% | 72 |
|
|
2015
Q2 | $296K | Buy |
2,370
+470
| +25% | +$58.7K | 0.14% | 77 |
|
|
2015
Q1 | $249K | Hold |
1,900
| – | – | 0.12% | 83 |
|
|
2014
Q4 | $251K | Hold |
1,900
| – | – | 0.12% | 84 |
|
|
2014
Q3 | $234K | Sell |
1,900
-200
| -10% | -$24.6K | 0.11% | 83 |
|
|
2014
Q2 | $252K | Buy |
+2,100
| New | +$252K | 0.11% | 81 |
|