Segall Bryant & Hamill’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-5,723
| Closed | -$953K | – | 783 |
|
2019
Q4 | $953K | Sell |
5,723
-75
| -1% | -$12.5K | 0.01% | 528 |
|
2019
Q3 | $853K | Sell |
5,798
-3,177
| -35% | -$467K | 0.01% | 551 |
|
2019
Q2 | $1.3M | Sell |
8,975
-2,741
| -23% | -$398K | 0.02% | 483 |
|
2019
Q1 | $1.5M | Buy |
11,716
+400
| +4% | +$51.2K | 0.02% | 463 |
|
2018
Q4 | $1.18M | Buy |
11,316
+3,897
| +53% | +$407K | 0.02% | 495 |
|
2018
Q3 | $1.1M | Sell |
7,419
-1,075
| -13% | -$159K | 0.02% | 527 |
|
2018
Q2 | $1.19M | Buy |
+8,494
| New | +$1.19M | 0.02% | 511 |
|