KFA
Kelleher Financial Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,389
| Closed | -$375K | – | 88 |
|
|
2016
Q4 | $375K | Sell |
3,389
-150
| -4% | -$16.6K | 0.21% | 93 |
|
|
2016
Q3 | $353K | Hold |
3,539
| – | – | 0.2% | 91 |
|
|
2016
Q2 | $317K | Hold |
3,539
| – | – | 0.19% | 95 |
|
|
2016
Q1 | $332K | Hold |
3,539
| – | – | 0.18% | 106 |
|
|
2015
Q4 | $376K | Hold |
3,539
| – | – | 0.26% | 78 |
|
|
2015
Q3 | $386K | Hold |
3,539
| – | – | 0.26% | 77 |
|
|
2015
Q2 | $442K | Hold |
3,539
| – | – | 0.25% | 74 |
|
|
2015
Q1 | $463K | Hold |
3,539
| – | – | 0.26% | 71 |
|
|
2014
Q4 | $468K | Hold |
3,539
| – | – | 0.25% | 70 |
|
|
2014
Q3 | $447K | Hold |
3,539
| – | – | 0.24% | 73 |
|
|
2014
Q2 | $425K | Hold |
3,539
| – | – | 0.22% | 72 |
|
|
2014
Q1 | $389K | Hold |
3,539
| – | – | 0.21% | 73 |
|
|
2013
Q4 | $407K | Buy |
+3,539
| New | +$407K | 0.21% | 71 |
|