Kore Private Wealth’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-858
| Closed | -$227K | – | 312 |
|
|
2021
Q3 | $227K | Buy |
858
+1
| +0.1% | +$265 | 0.02% | 393 |
|
|
2021
Q2 | $213K | Sell |
857
-15
| -2% | -$3.73K | 0.02% | 380 |
|
|
2021
Q1 | $203K | Buy |
+872
| New | +$203K | 0.03% | 346 |
|
|
2020
Q3 | – | Sell |
-794
| Closed | -$119K | – | 311 |
|
|
2020
Q2 | $119K | Buy |
794
+146
| +23% | +$21.9K | 0.02% | 314 |
|
|
2020
Q1 | $66K | Buy |
648
+170
| +36% | +$17.3K | 0.02% | 369 |
|
|
2019
Q4 | $80K | Buy |
+478
| New | +$80K | 0.02% | 406 |
|
|
2019
Q2 | – | Sell |
-390
| Closed | -$50K | – | 259 |
|
|
2019
Q1 | $50K | Hold |
390
| – | – | 0.01% | 381 |
|
|
2018
Q4 | $41K | Buy |
+390
| New | +$41K | 0.01% | 403 |
|