Wellesley Investment Partners’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 | $508K | Sell |
3,298
-757
| -19% | -$117K | 0.17% | 60 |
|
|
2020
Q2 | $608K | Sell |
4,055
-1,125
| -22% | -$169K | 0.22% | 52 |
|
|
2020
Q1 | $530K | Sell |
5,180
-350
| -6% | -$35.8K | 0.21% | 54 |
|
|
2019
Q4 | $921K | Buy |
5,530
+825
| +18% | +$137K | 0.28% | 48 |
|
|
2019
Q3 | $692K | Buy |
4,705
+223
| +5% | +$32.8K | 0.23% | 59 |
|
|
2019
Q2 | $650K | Sell |
4,482
-1,571
| -26% | -$228K | 0.22% | 62 |
|
|
2019
Q1 | $775K | Sell |
6,053
-866
| -13% | -$111K | 0.27% | 63 |
|
|
2018
Q4 | $722K | Buy |
6,919
+231
| +3% | +$24.1K | 0.26% | 66 |
|
|
2018
Q3 | $987K | Buy |
6,688
+429
| +7% | +$63.3K | 0.32% | 54 |
|
|
2018
Q2 | $875K | Buy |
6,259
+534
| +9% | +$74.7K | 0.3% | 60 |
|
|
2018
Q1 | $846K | Buy |
5,725
+4,465
| +354% | +$660K | 0.3% | 61 |
|
|
2017
Q4 | $213K | Buy |
+1,260
| New | +$213K | 0.08% | 121 |
|