Mosaic Family Wealth’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-353
| Closed | -$45K | – | 186 |
|
|
2019
Q1 | $45K | Sell |
353
-14
| -4% | -$1.79K | 0.02% | 327 |
|
|
2018
Q4 | $38K | Hold |
367
| – | – | 0.02% | 340 |
|
|
2018
Q3 | $46K | Sell |
367
-62
| -14% | -$7.77K | 0.02% | 328 |
|
|
2018
Q2 | $60K | Buy |
429
+63
| +17% | +$8.81K | 0.02% | 285 |
|
|
2018
Q1 | $54K | Buy |
366
+62
| +20% | +$9.15K | 0.02% | 298 |
|
|
2017
Q4 | $52K | Buy |
304
+216
| +245% | +$36.9K | 0.02% | 316 |
|
|
2017
Q3 | $13K | Buy |
88
+40
| +83% | +$5.91K | 0.01% | 529 |
|
|
2017
Q2 | $6K | Hold |
48
| – | – | ﹤0.01% | 528 |
|
|
2017
Q1 | $6K | Hold |
48
| – | – | ﹤0.01% | 535 |
|
|
2016
Q4 | $5K | Sell |
48
-77
| -62% | -$8.02K | ﹤0.01% | 541 |
|
|
2016
Q3 | $12K | Sell |
125
-38
| -23% | -$3.65K | 0.01% | 495 |
|
|
2016
Q2 | $15K | Buy |
163
+36
| +28% | +$3.31K | 0.01% | 476 |
|
|
2016
Q1 | $11K | Buy |
127
+24
| +23% | +$2.08K | 0.01% | 509 |
|
|
2015
Q4 | $10K | Buy |
+103
| New | +$10K | ﹤0.01% | 524 |
|