Rockefeller Financial Services’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $36K | Hold |
211
| – | – | ﹤0.01% | 434 |
|
2017
Q3 | $31K | Buy |
+211
| New | +$31K | ﹤0.01% | 448 |
|
2017
Q1 | – | Sell |
-18
| Closed | -$2K | – | 467 |
|
2016
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 498 |
|
2016
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 451 |
|
2016
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 463 |
|
2016
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 598 |
|
2015
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 521 |
|
2015
Q2 | – | Sell |
-3,550
| Closed | -$464K | – | 464 |
|
2015
Q1 | $464K | Hold |
3,550
| – | – | 0.01% | 251 |
|
2014
Q4 | $469K | Hold |
3,550
| – | – | 0.01% | 245 |
|
2014
Q3 | $438K | Hold |
3,550
| – | – | 0.01% | 261 |
|
2014
Q2 | $426K | Hold |
3,550
| – | – | 0.01% | 279 |
|
2014
Q1 | $391K | Hold |
3,550
| – | – | 0.01% | 278 |
|
2013
Q4 | $408K | Hold |
3,550
| – | – | 0.01% | 286 |
|
2013
Q3 | $323K | Hold |
3,550
| – | – | 0.01% | 294 |
|
2013
Q2 | $287K | Buy |
+3,550
| New | +$287K | 0.01% | 295 |
|