Meritage Portfolio Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-22,568
| Closed | -$5.62M | – | 317 |
|
2021
Q2 | $5.62M | Buy |
22,568
+619
| +3% | +$154K | 0.34% | 85 |
|
2021
Q1 | $5.1M | Buy |
21,949
+3,769
| +21% | +$876K | 0.34% | 82 |
|
2020
Q4 | $3.53M | Buy |
18,180
+1,245
| +7% | +$242K | 0.26% | 102 |
|
2020
Q3 | $2.61M | Buy |
16,935
+94
| +0.6% | +$14.5K | 0.23% | 119 |
|
2020
Q2 | $2.53M | Buy |
16,841
+200
| +1% | +$30K | 0.24% | 123 |
|
2020
Q1 | $1.71M | Sell |
16,641
-18,071
| -52% | -$1.85M | 0.23% | 125 |
|
2019
Q4 | $5.78M | Sell |
34,712
-488
| -1% | -$81.3K | 0.51% | 51 |
|
2019
Q3 | $5.18M | Buy |
35,200
+31,473
| +844% | +$4.63M | 0.49% | 58 |
|
2019
Q2 | $541K | Buy |
+3,727
| New | +$541K | 0.06% | 191 |
|