Wealthspire Advisors (Maryland)’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 |
-2,161
| Closed | -$324K | – | 489 |
|
|
2020
Q2 | $324K | Sell |
2,161
-196
| -8% | -$29.4K | 0.02% | 328 |
|
|
2020
Q1 | $242K | Buy |
2,357
+11
| +0.5% | +$1.13K | 0.02% | 347 |
|
|
2019
Q4 | $391K | Buy |
2,346
+77
| +3% | +$12.8K | 0.03% | 316 |
|
|
2019
Q3 | $334K | Sell |
2,269
-44
| -2% | -$6.48K | 0.02% | 324 |
|
|
2019
Q2 | $336K | Buy |
2,313
+20
| +0.9% | +$2.91K | 0.03% | 327 |
|
|
2019
Q1 | $294K | Buy |
2,293
+394
| +21% | +$50.5K | 0.02% | 362 |
|
|
2018
Q4 | $198K | Sell |
1,899
-143
| -7% | -$14.9K | 0.02% | 403 |
|
|
2018
Q3 | $301K | Sell |
2,042
-8
| -0.4% | -$1.18K | 0.02% | 356 |
|
|
2018
Q2 | $287K | Sell |
2,050
-712
| -26% | -$99.7K | 0.03% | 376 |
|
|
2018
Q1 | $409K | Sell |
2,762
-29
| -1% | -$4.29K | 0.04% | 288 |
|
|
2017
Q4 | $473K | Buy |
2,791
+784
| +39% | +$133K | 0.05% | 261 |
|
|
2017
Q3 | $298K | Buy |
2,007
+43
| +2% | +$6.39K | 0.03% | 363 |
|
|
2017
Q2 | $250K | Buy |
1,964
+33
| +2% | +$4.2K | 0.03% | 386 |
|
|
2017
Q1 | $250K | Sell |
1,931
-103
| -5% | -$13.3K | 0.04% | 330 |
|
|
2016
Q4 | $226K | Buy |
2,034
+81
| +4% | +$9K | 0.03% | 337 |
|
|
2016
Q3 | $195K | Sell |
1,953
-17
| -0.9% | -$1.7K | 0.03% | 391 |
|
|
2016
Q2 | $177K | Buy |
1,970
+46
| +2% | +$4.13K | 0.03% | 400 |
|
|
2016
Q1 | $181K | Buy |
1,924
+1,053
| +121% | +$99.1K | 0.03% | 389 |
|
|
2015
Q4 | $93K | Buy |
+871
| New | +$93K | 0.02% | 544 |
|