Kanaly Trust’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $55K | Hold |
495
| – | – | 0.01% | 279 |
|
|
2016
Q3 | $49K | Sell |
495
-35
| -7% | -$3.47K | 0.01% | 274 |
|
|
2016
Q2 | $48K | Buy |
530
+402
| +314% | +$36.4K | 0.01% | 284 |
|
|
2016
Q1 | $12K | Sell |
128
-37
| -22% | -$3.47K | ﹤0.01% | 520 |
|
|
2015
Q4 | $18K | Buy |
165
+3
| +2% | +$327 | ﹤0.01% | 448 |
|
|
2015
Q3 | $18K | Sell |
162
-77
| -32% | -$8.56K | ﹤0.01% | 463 |
|
|
2015
Q2 | $30K | Buy |
239
+40
| +20% | +$5.02K | 0.01% | 385 |
|
|
2015
Q1 | $26K | Buy |
199
+44
| +28% | +$5.75K | 0.01% | 355 |
|
|
2014
Q4 | $20K | Sell |
155
-776
| -83% | -$100K | ﹤0.01% | 380 |
|
|
2014
Q3 | $115K | Hold |
931
| – | – | 0.02% | 219 |
|
|
2014
Q2 | $112K | Hold |
931
| – | – | 0.02% | 228 |
|
|
2014
Q1 | $102K | Buy |
931
+131
| +16% | +$14.4K | 0.02% | 239 |
|
|
2013
Q4 | $92K | Buy |
+800
| New | +$92K | 0.02% | 245 |
|