Lourd Capital’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,492
| Closed | -$260K | – | 137 |
|
|
2018
Q4 | $260K | Sell |
2,492
-25
| -1% | -$2.61K | 0.02% | 218 |
|
|
2018
Q3 | $372K | Buy |
+2,517
| New | +$372K | 0.02% | 178 |
|
|
2018
Q1 | – | Sell |
-2,688
| Closed | -$456K | – | 129 |
|
|
2017
Q4 | $456K | Buy |
+2,688
| New | +$456K | 0.03% | 167 |
|