Omnia 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 |
-216
| Closed | -$28K | – | 124 |
|
|
2019
Q1 | $28K | Hold |
216
| – | – | 0.01% | 190 |
|
|
2018
Q4 | $23K | Hold |
216
| – | – | 0.01% | 188 |
|
|
2018
Q3 | $32K | Hold |
216
| – | – | 0.01% | 180 |
|
|
2018
Q2 | $30K | Hold |
216
| – | – | 0.01% | 184 |
|
|
2018
Q1 | $32K | Hold |
216
| – | – | 0.01% | 175 |
|
|
2017
Q4 | $37K | Hold |
216
| – | – | 0.02% | 176 |
|
|
2017
Q3 | $32K | Hold |
216
| – | – | 0.02% | 178 |
|
|
2017
Q2 | $27K | Hold |
216
| – | – | 0.01% | 195 |
|
|
2017
Q1 | $28K | Hold |
216
| – | – | 0.01% | 191 |
|
|
2016
Q4 | $24K | Buy |
+216
| New | +$24K | 0.01% | 206 |
|