IKOS CIF’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,014
| Closed | -$429K | – | 138 |
|
|
2016
Q2 | $429K | Buy |
+5,014
| New | +$429K | 1.48% | 29 |
|
|
2015
Q2 | – | Sell |
-2,763
| Closed | -$369K | – | 222 |
|
|
2015
Q1 | $369K | Buy |
+2,763
| New | +$369K | 0.85% | 25 |
|
|
2014
Q2 | – | Sell |
-3,884
| Closed | -$439K | – | 203 |
|
|
2014
Q1 | $439K | Buy |
3,884
+3,427
| +750% | +$387K | 0.66% | 30 |
|
|
2013
Q4 | $50K | Sell |
457
-3,238
| -88% | -$354K | 0.13% | 162 |
|
|
2013
Q3 | $336K | Sell |
3,695
-476
| -11% | -$43.3K | 0.41% | 83 |
|
|
2013
Q2 | $333K | Buy |
+4,171
| New | +$333K | 0.62% | 64 |
|