LWM
LBA Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $535K | Buy |
4,125
+400
| +11% | +$51.9K | 0.28% | 64 |
|
|
2016
Q4 | $413K | Buy |
3,725
+75
| +2% | +$8.32K | 0.23% | 74 |
|
|
2016
Q3 | $364K | Buy |
3,650
+190
| +5% | +$18.9K | 0.21% | 80 |
|
|
2016
Q2 | $311K | Sell |
3,460
-185
| -5% | -$16.6K | 0.17% | 87 |
|
|
2016
Q1 | $343K | Buy |
3,645
+420
| +13% | +$39.5K | 0.2% | 83 |
|
|
2015
Q4 | $343K | Buy |
3,225
+250
| +8% | +$26.6K | 0.2% | 89 |
|
|
2015
Q3 | $325K | Buy |
2,975
+160
| +6% | +$17.5K | 0.2% | 84 |
|
|
2015
Q2 | $352K | Buy |
2,815
+150
| +6% | +$18.8K | 0.22% | 76 |
|
|
2015
Q1 | $349K | Buy |
2,665
+550
| +26% | +$72K | 0.22% | 77 |
|
|
2014
Q4 | $280K | Buy |
2,115
+785
| +59% | +$104K | 0.19% | 81 |
|
|
2014
Q3 | $164K | Buy |
1,330
+115
| +9% | +$14.2K | 0.11% | 98 |
|
|
2014
Q2 | $146K | Buy |
1,215
+50
| +4% | +$6.01K | 0.12% | 105 |
|
|
2014
Q1 | $128K | Buy |
1,165
+140
| +14% | +$15.4K | 0.1% | 114 |
|
|
2013
Q4 | $118K | Buy |
+1,025
| New | +$118K | 0.1% | 114 |
|