Kalos Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-58
| Closed | -$17.8K | – | 145 |
|
|
2023
Q1 | $17.8K | Buy |
+58
| New | +$17.8K | 0.04% | 163 |
|
|
2022
Q1 | – | Sell |
-5,730
| Closed | -$1.76M | – | 184 |
|
|
2021
Q4 | $1.76M | Buy |
5,730
+374
| +7% | +$115K | 0.48% | 49 |
|
|
2021
Q3 | $1.64M | Sell |
5,356
-1,256
| -19% | -$386K | 0.46% | 52 |
|
|
2021
Q2 | $1.76M | Sell |
6,612
-387
| -6% | -$103K | 0.71% | 45 |
|
|
2021
Q1 | $1.81M | Sell |
6,999
-2,714
| -28% | -$700K | 0.56% | 48 |
|
|
2020
Q4 | $2.08M | Sell |
9,713
-1,315
| -12% | -$281K | 0.89% | 33 |
|
|
2020
Q3 | $2.02M | Sell |
11,028
-1,094
| -9% | -$200K | 0.9% | 33 |
|
|
2020
Q2 | $1.97M | Sell |
12,122
-1,769
| -13% | -$287K | 0.83% | 43 |
|
|
2020
Q1 | $1.72M | Buy |
13,891
+1,050
| +8% | +$130K | 0.76% | 42 |
|
|
2019
Q4 | $2.14M | Buy |
+12,841
| New | +$2.14M | 0.78% | 42 |
|
|
2016
Q1 | – | Hold |
0
| – | -$6K | – | 160 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 426 |
|