Williams Jones & Associates’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $853K | Buy |
5,873
+81
| +1% | +$11.8K | 0.02% | 220 |
|
|
2019
Q1 | $742K | Sell |
5,792
-21
| -0.4% | -$2.69K | 0.02% | 229 |
|
|
2018
Q4 | $607K | Sell |
5,813
-200
| -3% | -$20.9K | 0.02% | 233 |
|
|
2018
Q3 | $888K | Hold |
6,013
| – | – | 0.02% | 242 |
|
|
2018
Q2 | $841K | Buy |
6,013
+167
| +3% | +$23.4K | 0.02% | 241 |
|
|
2018
Q1 | $865K | Buy |
5,846
+33
| +0.6% | +$4.88K | 0.02% | 240 |
|
|
2017
Q4 | $985K | Buy |
5,813
+92
| +2% | +$15.6K | 0.02% | 235 |
|
|
2017
Q3 | $850K | Sell |
5,721
-21
| -0.4% | -$3.12K | 0.02% | 235 |
|
|
2017
Q2 | $731K | Hold |
5,742
| – | – | 0.02% | 251 |
|
|
2017
Q1 | $745K | Hold |
5,742
| – | – | 0.02% | 247 |
|
|
2016
Q4 | $637K | Buy |
5,742
+42
| +0.7% | +$4.66K | 0.02% | 251 |
|
|
2016
Q3 | $569K | Hold |
5,700
| – | – | 0.02% | 262 |
|
|
2016
Q2 | $512K | Buy |
+5,700
| New | +$512K | 0.02% | 261 |
|