Winslow Evans & Crocker’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $31K | Hold |
160
| – | – | 0.01% | 697 |
|
|
2020
Q3 | $25K | Hold |
160
| – | – | 0.01% | 581 |
|
|
2020
Q2 | $24K | Hold |
160
| – | – | 0.01% | 576 |
|
|
2020
Q1 | $18K | Hold |
160
| – | – | 0.01% | 585 |
|
|
2019
Q4 | $28K | Hold |
160
| – | – | 0.01% | 602 |
|
|
2019
Q3 | $24K | Hold |
160
| – | – | 0.01% | 619 |
|
|
2019
Q2 | $24K | Sell |
160
-18
| -10% | -$2.7K | 0.01% | 635 |
|
|
2019
Q1 | $24K | Buy |
178
+18
| +11% | +$2.43K | 0.01% | 622 |
|
|
2018
Q4 | $18K | Sell |
160
-34
| -18% | -$3.83K | 0.01% | 634 |
|
|
2018
Q3 | $30K | Sell |
194
-50
| -20% | -$7.73K | 0.01% | 576 |
|
|
2018
Q2 | $36K | Sell |
244
-226
| -48% | -$33.3K | 0.01% | 555 |
|
|
2018
Q1 | $69.4K | Buy |
470
+266
| +130% | +$39.3K | 0.02% | 422 |
|
|
2017
Q4 | $34.6K | Hold |
204
| – | – | 0.01% | 558 |
|
|
2017
Q3 | $30.3K | Hold |
204
| – | – | 0.01% | 574 |
|
|
2017
Q2 | $26K | Hold |
204
| – | – | 0.01% | 698 |
|
|
2017
Q1 | $26.5K | Hold |
204
| – | – | 0.01% | 678 |
|
|
2016
Q4 | $22.6K | Hold |
204
| – | – | 0.01% | 698 |
|
|
2016
Q3 | $20.4K | Buy |
204
+50
| +32% | +$4.99K | 0.01% | 726 |
|
|
2016
Q2 | $13.8K | Hold |
154
| – | – | ﹤0.01% | 798 |
|
|
2016
Q1 | $14.5K | Hold |
154
| – | – | ﹤0.01% | 786 |
|
|
2015
Q4 | $16.4K | Hold |
154
| – | – | ﹤0.01% | 792 |
|
|
2015
Q3 | $16.8K | Hold |
154
| – | – | 0.01% | 769 |
|
|
2015
Q2 | $19.2K | Sell |
154
-156
| -50% | -$19.5K | 0.01% | 770 |
|
|
2015
Q1 | $40.4K | Hold |
310
| – | – | 0.01% | 583 |
|
|
2014
Q4 | $40.9K | Buy |
310
+36
| +13% | +$4.75K | 0.01% | 578 |
|
|
2014
Q3 | $33.8K | Sell |
274
-51
| -16% | -$6.29K | 0.01% | 641 |
|
|
2014
Q2 | $39K | Buy |
325
+35
| +12% | +$4.2K | 0.01% | 539 |
|
|
2014
Q1 | $31.9K | Hold |
290
| – | – | 0.01% | 577 |
|
|
2013
Q4 | $34K | Buy |
+290
| New | +$34K | 0.01% | 577 |
|