Oakbrook Investments’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,312	Closed	-$552K	–	104
2019 Q4	$552K	Sell	3,312 -7,325	-69%	-$1.14M	0.11%	301
2019 Q3	$1.56M	Sell	10,637 -2,375	-18%	-$333K	0.1%	147
2019 Q2	$1.89M	Sell	13,012 -430	-3%	-$62.2K	0.11%	136
2019 Q1	$1.72M	Sell	13,442 -500	-4%	-$62.1K	0.1%	155
2018 Q4	$1.46M	Buy	13,942 +615	+5%	+$77.2K	0.1%	157
2018 Q3	$1.97M	Buy	13,327 +3,200	+32%	+$458K	0.11%	154
2018 Q2	$1.42M	Sell	10,127 -2,658	-21%	-$377K	0.09%	157
2018 Q1	$1.89M	Buy	12,785 +355	+3%	+$57.9K	0.12%	138
2017 Q4	$2.11M	Sell	12,430 -1,975	-14%	-$316K	0.13%	117
2017 Q3	$2.14M	Buy	14,405 +4,800	+50%	+$670K	0.14%	130
2017 Q2	$1.22M	Sell	9,605 -3,445	-26%	-$437K	0.08%	181
2017 Q1	$1.69M	Sell	13,050 -1,500	-10%	-$186K	0.11%	155
2016 Q4	$1.61M	Sell	14,550 -2,900	-17%	-$306K	0.11%	163
2016 Q3	$1.74M	Sell	17,450 -2,550	-13%	-$247K	0.11%	165
2016 Q2	$1.8M	Buy	20,000 +3,500	+21%	+$338K	0.1%	175
2016 Q1	$1.55M	Sell	16,500 -3,150	-16%	-$282K	0.1%	165
2015 Q4	$2.09M	Buy	19,650 +8,300	+73%	+$928K	0.13%	136
2015 Q3	$1.24M	Sell	11,350 -11,500	-50%	-$1.36M	0.08%	226
2015 Q2	$2.85M	Sell	22,850 -1,525	-6%	-$194K	0.17%	124
2015 Q1	$3.19M	Sell	24,375 -3,975	-14%	-$524K	0.17%	134
2014 Q4	$3.75M	Buy	+28,350	New	+$3.59M	0.2%	111
2014 Q3	–	Sell	-62,117	Closed	-$7.45M	–	528
2014 Q2	$7.45M	Buy	62,117 +15,125	+32%	+$1.69M	0.23%	113
2014 Q1	$5.17M	Sell	46,992 -14,619	-24%	-$1.6M	0.16%	145
2013 Q4	$7.09M	Sell	61,611 -10,639	-15%	-$1.1M	0.2%	127
2013 Q3	$6.58M	Sell	72,250 -15,180	-17%	-$1.34M	0.19%	126
2013 Q2	$7.07M	Buy	+87,430	New	+$6.8M	0.2%	121