Sheets Smith Wealth Management’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-8,359
Closed -$1.03M 249
2014
Q3
$1.03M Buy
8,359
+471
+6% +$58.1K 0.28% 108
2014
Q2
$947K Buy
7,888
+1,896
+32% +$228K 0.25% 119
2014
Q1
$660K Buy
5,992
+74
+1% +$8.15K 0.18% 150
2013
Q4
$681K Buy
+5,918
New +$681K 0.19% 143