Univest Financial’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-30,168
| Closed | -$3.35M | – | 109 |
|
|
2019
Q4 | $3.35M | Buy |
+30,168
| New | +$3.35M | 1.42% | 30 |
|
|
2018
Q4 | – | Sell |
-26,440
| Closed | -$3.9M | – | 114 |
|
|
2018
Q3 | $3.9M | Sell |
26,440
-14
| -0.1% | -$2.07K | 1.19% | 31 |
|
|
2018
Q2 | $3.7M | Sell |
26,454
-287
| -1% | -$40.1K | 1.48% | 32 |
|
|
2018
Q1 | $3.96M | Sell |
26,741
-1,521
| -5% | -$225K | 1.71% | 27 |
|
|
2017
Q4 | $4.79M | Sell |
28,262
-797
| -3% | -$135K | 1.93% | 17 |
|
|
2017
Q3 | $4.32M | Sell |
29,059
-2,055
| -7% | -$305K | 1.82% | 24 |
|
|
2017
Q2 | $3.96M | Buy |
31,114
+332
| +1% | +$42.3K | 1.67% | 24 |
|
|
2017
Q1 | $3.99M | Buy |
30,782
+614
| +2% | +$79.6K | 1.75% | 18 |
|
|
2016
Q4 | $3.35M | Sell |
30,168
-1,867
| -6% | -$207K | 1.42% | 30 |
|
|
2016
Q3 | $3.2M | Sell |
32,035
-121
| -0.4% | -$12.1K | 1.45% | 34 |
|
|
2016
Q2 | $2.89M | Sell |
32,156
-666
| -2% | -$59.8K | 1.32% | 39 |
|
|
2016
Q1 | $3.09M | Buy |
32,822
+7,363
| +29% | +$692K | 1.4% | 36 |
|
|
2015
Q4 | $2.71M | Sell |
25,459
-4,667
| -15% | -$497K | 1.24% | 39 |
|
|
2015
Q3 | $3.29M | Buy |
30,126
+2,821
| +10% | +$308K | 1.61% | 25 |
|
|
2015
Q2 | $3.41M | Buy |
27,305
+16
| +0.1% | +$2K | 1.57% | 26 |
|
|
2015
Q1 | $3.57M | Sell |
27,289
-718
| -3% | -$93.9K | 1.6% | 21 |
|
|
2014
Q4 | $3.7M | Buy |
28,007
+590
| +2% | +$78K | 1.62% | 26 |
|
|
2014
Q3 | $3.38M | Buy |
27,417
+5,536
| +25% | +$683K | 1.59% | 22 |
|
|
2014
Q2 | $2.63M | Buy |
+21,881
| New | +$2.63M | 1.24% | 51 |
|