Lenox Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $80K | Sell |
272
-4
| -1% | -$1.18K | 0.01% | 187 |
|
|
2021
Q4 | $83K | Buy |
276
+4
| +1% | +$1.2K | 0.01% | 190 |
|
|
2021
Q3 | $72K | Hold |
272
| – | – | 0.01% | 188 |
|
|
2021
Q2 | $68K | Buy |
272
+100
| +58% | +$25K | 0.01% | 188 |
|
|
2021
Q1 | $40K | Sell |
172
-25
| -13% | -$5.81K | 0.01% | 215 |
|
|
2020
Q4 | $38K | Hold |
197
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $30K | Hold |
197
| – | – | ﹤0.01% | 225 |
|
|
2020
Q2 | $30K | Buy |
197
+25
| +15% | +$3.81K | ﹤0.01% | 221 |
|
|
2020
Q1 | $18K | Hold |
172
| – | – | ﹤0.01% | 278 |
|
|
2019
Q4 | $29K | Hold |
172
| – | – | ﹤0.01% | 261 |
|
|
2019
Q3 | $25K | Buy |
+172
| New | +$25K | ﹤0.01% | 253 |
|
|
2015
Q4 | – | Sell |
-143
| Closed | -$16K | – | 498 |
|
|
2015
Q3 | $16K | Buy |
143
+44
| +44% | +$4.92K | 0.01% | 151 |
|
|
2015
Q2 | $12K | Sell |
99
-143
| -59% | -$17.3K | 0.01% | 124 |
|
|
2015
Q1 | $32K | Hold |
242
| – | – | 0.01% | 93 |
|
|
2014
Q4 | $32K | Hold |
242
| – | – | 0.01% | 99 |
|
|
2014
Q3 | $30K | Hold |
242
| – | – | 0.01% | 108 |
|
|
2014
Q2 | $29K | Buy |
242
+44
| +22% | +$5.27K | 0.01% | 90 |
|
|
2014
Q1 | $22K | Buy |
198
+156
| +371% | +$17.3K | 0.01% | 94 |
|
|
2013
Q4 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 226 |
|