USCA RIA’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,810
| Closed | -$1.77M | – | 468 |
|
|
2020
Q2 | $1.77M | Buy |
11,810
+351
| +3% | +$52.7K | 0.16% | 134 |
|
|
2020
Q1 | $1.17M | Sell |
11,459
-11,025
| -49% | -$1.13M | 0.14% | 163 |
|
|
2019
Q4 | $3.75M | Buy |
22,484
+102
| +0.5% | +$17K | 0.34% | 90 |
|
|
2019
Q3 | $3.29M | Buy |
22,382
+228
| +1% | +$33.5K | 0.32% | 90 |
|
|
2019
Q2 | $3.22M | Sell |
22,154
-136
| -0.6% | -$19.7K | 0.33% | 93 |
|
|
2019
Q1 | $2.86M | Sell |
22,290
-251
| -1% | -$32.1K | 0.31% | 109 |
|
|
2018
Q4 | $2.35M | Buy |
22,541
+3,621
| +19% | +$378K | 0.31% | 110 |
|
|
2018
Q3 | $2.79M | Buy |
18,920
+1,058
| +6% | +$156K | 0.28% | 112 |
|
|
2018
Q2 | $2.5M | Buy |
17,862
+647
| +4% | +$90.5K | 0.27% | 121 |
|
|
2018
Q1 | $2.55M | Buy |
+17,215
| New | +$2.55M | 0.28% | 111 |
|
|
2017
Q4 | – | Sell |
-20,850
| Closed | -$2.65M | – | 431 |
|
|
2017
Q3 | $2.65M | Hold |
20,850
| – | – | 0.34% | 89 |
|
|
2017
Q2 | $2.65M | Buy |
+20,850
| New | +$2.65M | 0.34% | 90 |
|
|
2016
Q2 | – | Sell |
-12,751
| Closed | -$1.2M | – | 367 |
|
|
2016
Q1 | $1.2M | Buy |
12,751
+255
| +2% | +$24K | 0.22% | 136 |
|
|
2015
Q4 | $1.33M | Buy |
+12,496
| New | +$1.33M | 0.29% | 109 |
|