U.S. Global Investors (USGI)’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,000
| Closed | -$594K | – | 109 |
|
|
2017
Q3 | $594K | Buy |
4,000
+562
| +16% | +$83.5K | 0.18% | 78 |
|
|
2017
Q2 | $438K | Sell |
3,438
-933
| -21% | -$119K | 0.15% | 94 |
|
|
2017
Q1 | $567 | Sell |
4,371
-29
| -0.7% | -$4 | ﹤0.01% | 81 |
|
|
2016
Q4 | $488K | Buy |
+4,400
| New | +$488K | 0.2% | 96 |
|
|
2015
Q2 | – | Sell |
-4,000
| Closed | -$523K | – | 275 |
|
|
2015
Q1 | $523K | Buy |
+4,000
| New | +$523K | 0.15% | 100 |
|
|
2014
Q3 | – | Sell |
-2,000
| Closed | -$240K | – | 244 |
|
|
2014
Q2 | $240K | Buy |
+2,000
| New | +$240K | 0.05% | 156 |
|
|
2013
Q3 | – | Sell |
-3,400
| Closed | -$275K | – | 262 |
|
|
2013
Q2 | $275K | Buy |
+3,400
| New | +$275K | 0.05% | 137 |
|