OWD
Osborn Williams & Donohoe’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.58M | Buy |
25,141
+8,926
| +55% | +$915K | 0.34% | 82 |
|
|
2019
Q4 | $2.7M | Buy |
16,215
+622
| +4% | +$104K | 0.27% | 95 |
|
|
2019
Q3 | $2.29M | Buy |
15,593
+7,411
| +91% | +$1.09M | 0.23% | 107 |
|
|
2019
Q2 | $1.19M | Buy |
8,182
+3,210
| +65% | +$466K | 0.12% | 160 |
|
|
2019
Q1 | $694K | Buy |
+4,972
| New | +$694K | 0.07% | 212 |
|
|
2018
Q4 | – | Sell |
-1,357
| Closed | -$200K | – | 219 |
|
|
2018
Q3 | $200K | Buy |
+1,357
| New | +$200K | 0.03% | 222 |
|