Squar Milner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-625
| Closed | -$64K | – | 234 |
|
|
2020
Q1 | $64K | Hold |
625
| – | – | 0.04% | 336 |
|
|
2019
Q4 | $104K | Buy |
+625
| New | +$104K | 0.05% | 316 |
|
|
2019
Q3 | – | Sell |
-969
| Closed | -$141K | – | 241 |
|
|
2019
Q2 | $141K | Buy |
969
+448
| +86% | +$65.2K | 0.1% | 216 |
|
|
2019
Q1 | $66K | Hold |
521
| – | – | 0.05% | 293 |
|
|
2018
Q4 | $54K | Buy |
521
+43
| +9% | +$4.46K | 0.05% | 281 |
|
|
2018
Q3 | $71K | Buy |
478
+81
| +20% | +$12K | 0.06% | 267 |
|
|
2018
Q2 | $56K | Buy |
+397
| New | +$56K | 0.05% | 312 |
|