Mosaic Family Wealth’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-353	Closed	-$45K	–	186
2019 Q1	$45K	Sell	353 -14	-4%	-$1.74K	0.02%	327
2018 Q4	$38K	Hold	367	–	–	0.02%	340
2018 Q3	$46K	Sell	367 -62	-14%	-$8.87K	0.02%	328
2018 Q2	$60K	Buy	429 +63	+17%	+$8.93K	0.02%	285
2018 Q1	$54K	Buy	366 +62	+20%	+$10.1K	0.02%	298
2017 Q4	$52K	Buy	304 +216	+245%	+$34.6K	0.02%	317
2017 Q3	$13K	Buy	88 +40	+83%	+$5.58K	0.01%	537
2017 Q2	$6K	Hold	48	–	–	﹤0.01%	543
2017 Q1	$6K	Hold	48	–	–	﹤0.01%	543
2016 Q4	$5K	Sell	48 -77	-62%	-$8.13K	﹤0.01%	541
2016 Q3	$12K	Sell	125 -38	-23%	-$3.68K	0.01%	496
2016 Q2	$15K	Buy	163 +36	+28%	+$3.48K	0.01%	477
2016 Q1	$11K	Buy	127 +24	+23%	+$2.15K	0.01%	511
2015 Q4	$10K	Buy	+103	New	+$11.5K	﹤0.01%	525