Wellesley Investment Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $508K | Sell |
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|
2020
Q2 | $608K | Sell |
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|
2020
Q1 | $530K | Sell |
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|
2019
Q4 | $921K | Buy |
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|
2019
Q3 | $692K | Buy |
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|
2019
Q2 | $650K | Sell |
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|
2019
Q1 | $775K | Sell |
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|
2018
Q4 | $722K | Buy |
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|
2018
Q3 | $987K | Buy |
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|
2018
Q2 | $875K | Buy |
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|
2018
Q1 | $846K | Buy |
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|
2017
Q4 | $213K | Buy |
|