SBSB
Sullivan, Bruyette, Speros & Blaney’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $267K | Sell |
1,149
-4
| -0.3% | -$930 | 0.01% | 255 |
|
|
2020
Q4 | $224K | Buy |
1,153
+291
| +34% | +$56.5K | 0.01% | 266 |
|
|
2020
Q3 | $133K | Hold |
862
| – | – | 0.01% | 303 |
|
|
2020
Q2 | $129K | Buy |
+862
| New | +$129K | 0.01% | 288 |
|
|
2020
Q1 | – | Sell |
-862
| Closed | -$144K | – | 300 |
|
|
2019
Q4 | $144K | Hold |
862
| – | – | 0.01% | 293 |
|
|
2019
Q3 | $127K | Buy |
+862
| New | +$127K | 0.01% | 296 |
|