JOYN Advisors’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 |
-1,291
| Closed | -$215K | – | 110 |
|
|
2019
Q4 | $215K | Buy |
+1,291
| New | +$215K | 0.05% | 117 |
|
|
2019
Q1 | – | Sell |
-1,623
| Closed | -$169K | – | 177 |
|
|
2018
Q4 | $169K | Sell |
1,623
-1,105
| -41% | -$115K | 0.04% | 129 |
|
|
2018
Q3 | $403K | Sell |
2,728
-467
| -15% | -$69K | 0.08% | 69 |
|
|
2018
Q2 | $447K | Sell |
3,195
-4,335
| -58% | -$606K | 0.1% | 61 |
|
|
2018
Q1 | $1.11M | Sell |
7,530
-2,792
| -27% | -$413K | 0.24% | 25 |
|
|
2017
Q4 | $1.75M | Buy |
+10,322
| New | +$1.75M | 0.37% | 22 |
|