Optimum Investment Advisors’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 |
-208
| Closed | -$52K | – | 824 |
|
|
2021
Q2 | $52K | Hold |
208
| – | – | 0.02% | 494 |
|
|
2021
Q1 | $48K | Hold |
208
| – | – | 0.01% | 508 |
|
|
2020
Q4 | $40K | Sell |
208
-110
| -35% | -$21.2K | 0.01% | 513 |
|
|
2020
Q3 | $49K | Hold |
318
| – | – | 0.02% | 446 |
|
|
2020
Q2 | $48K | Buy |
318
+74
| +30% | +$11.2K | 0.02% | 448 |
|
|
2020
Q1 | $25K | Sell |
244
-74
| -23% | -$7.58K | 0.01% | 527 |
|
|
2019
Q4 | $53K | Hold |
318
| – | – | 0.02% | 506 |
|
|
2019
Q3 | $47K | Hold |
318
| – | – | 0.01% | 524 |
|
|
2019
Q2 | $46K | Hold |
318
| – | – | 0.01% | 519 |
|
|
2019
Q1 | $41K | Hold |
318
| – | – | 0.01% | 544 |
|
|
2018
Q4 | $33K | Hold |
318
| – | – | 0.01% | 542 |
|
|
2018
Q3 | $47K | Hold |
318
| – | – | 0.01% | 539 |
|
|
2018
Q2 | $44K | Hold |
318
| – | – | 0.01% | 552 |
|
|
2018
Q1 | $47K | Buy |
+318
| New | +$47K | 0.01% | 529 |
|
|
2015
Q1 | $73K | Hold |
558
| – | – | 0.02% | 428 |
|
|
2014
Q4 | $74K | Hold |
558
| – | – | 0.02% | 420 |
|
|
2014
Q3 | $69K | Sell |
558
-70
| -11% | -$8.66K | 0.02% | 410 |
|
|
2014
Q2 | $75K | Hold |
628
| – | – | 0.02% | 391 |
|
|
2014
Q1 | $69K | Hold |
628
| – | – | 0.03% | 353 |
|
|
2013
Q4 | $72K | Hold |
628
| – | – | 0.03% | 342 |
|
|
2013
Q3 | $57K | Buy |
+628
| New | +$57K | 0.02% | 355 |
|