Security National Trust’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-31
| Closed | -$6K | – | 389 |
|
|
2020
Q4 | $6K | Hold |
31
| – | – | ﹤0.01% | 371 |
|
|
2020
Q3 | $5K | Hold |
31
| – | – | ﹤0.01% | 376 |
|
|
2020
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 374 |
|
|
2020
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 423 |
|
|
2016
Q1 | – | Sell |
-18
| Closed | -$2K | – | 458 |
|
|
2015
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 449 |
|