TCV Trust & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-46,820
| Closed | -$4.98M | – | 157 |
|
|
2015
Q4 | $4.98M | Sell |
46,820
-525
| -1% | -$55.9K | 0.88% | 40 |
|
|
2015
Q3 | $5.17M | Buy |
47,345
+1,209
| +3% | +$132K | 0.93% | 36 |
|
|
2015
Q2 | $5.76M | Sell |
46,136
-735
| -2% | -$91.8K | 0.95% | 35 |
|
|
2015
Q1 | $6.13M | Sell |
46,871
-945
| -2% | -$124K | 0.99% | 35 |
|
|
2014
Q4 | $6.32M | Sell |
47,816
-509
| -1% | -$67.3K | 1.04% | 32 |
|
|
2014
Q3 | $5.96M | Sell |
48,325
-1,729
| -3% | -$213K | 1.01% | 32 |
|
|
2014
Q2 | $6.01M | Sell |
50,054
-1,772
| -3% | -$213K | 0.98% | 31 |
|
|
2014
Q1 | $5.7M | Sell |
51,826
-204
| -0.4% | -$22.5K | 0.96% | 31 |
|
|
2013
Q4 | $5.99M | Sell |
52,030
-2,148
| -4% | -$247K | 1.02% | 30 |
|
|
2013
Q3 | $4.93M | Sell |
54,178
-2,265
| -4% | -$206K | 0.96% | 32 |
|
|
2013
Q2 | $4.57M | Buy |
+56,443
| New | +$4.57M | 0.93% | 38 |
|