Rational Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-34
| Closed | -$5K | – | 223 |
|
|
2020
Q3 | $5K | Sell |
34
-527
| -94% | -$77.5K | ﹤0.01% | 363 |
|
|
2020
Q2 | $85K | Buy |
+561
| New | +$85K | 0.04% | 166 |
|
|
2020
Q1 | – | Sell |
-312
| Closed | -$52K | – | 178 |
|
|
2019
Q4 | $52K | Buy |
312
+176
| +129% | +$29.3K | 0.02% | 353 |
|
|
2019
Q3 | $20K | Sell |
136
-1,369
| -91% | -$201K | 0.01% | 453 |
|
|
2019
Q2 | $218K | Buy |
1,505
+1,385
| +1,154% | +$201K | 0.08% | 206 |
|
|
2019
Q1 | $15K | Buy |
120
+7
| +6% | +$875 | ﹤0.01% | 404 |
|
|
2018
Q4 | $12K | Buy |
113
+97
| +606% | +$10.3K | ﹤0.01% | 380 |
|
|
2018
Q3 | $2K | Sell |
16
-14,414
| -100% | -$1.8M | ﹤0.01% | 457 |
|
|
2018
Q2 | $2.02M | Buy |
14,430
+14,366
| +22,447% | +$2.01M | 0.95% | 26 |
|
|
2018
Q1 | $9K | Buy |
+64
| New | +$9K | ﹤0.01% | 381 |
|
|
2015
Q3 | $9K | Hold |
78
| – | – | ﹤0.01% | 337 |
|
|
2015
Q2 | $10K | Hold |
78
| – | – | ﹤0.01% | 342 |
|
|
2015
Q1 | $10K | Sell |
78
-52
| -40% | -$6.67K | ﹤0.01% | 344 |
|
|
2014
Q4 | $17K | Buy |
+130
| New | +$17K | ﹤0.01% | 362 |
|
|
2013
Q4 | $22K | Sell |
195
-13
| -6% | -$1.47K | ﹤0.01% | 724 |
|
|
2013
Q3 | $19K | Hold |
208
| – | – | ﹤0.01% | 761 |
|
|
2013
Q2 | $17K | Buy |
+208
| New | +$17K | ﹤0.01% | 766 |
|