IWA
Intercontinental Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-84
| Closed | -$12K | – | 351 |
|
|
2019
Q3 | $12K | Buy |
84
+1
| +1% | +$143 | 0.01% | 318 |
|
|
2019
Q2 | $12K | Sell |
83
-129
| -61% | -$18.7K | 0.01% | 311 |
|
|
2019
Q1 | $27K | Hold |
212
| – | – | 0.01% | 274 |
|
|
2018
Q4 | $22K | Buy |
+212
| New | +$22K | 0.01% | 295 |
|