Zeke Capital Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.45M | Buy |
4,664
+3,580
| +330% | +$1.11M | 0.09% | 104 |
|
|
2022
Q3 | $273K | Hold |
1,084
| – | – | 0.02% | 333 |
|
|
2022
Q2 | $257K | Buy |
1,084
+16
| +1% | +$3.79K | 0.02% | 377 |
|
|
2022
Q1 | $321K | Buy |
+1,068
| New | +$321K | 0.02% | 351 |
|
|
2020
Q1 | – | Sell |
-2,904
| Closed | -$484K | – | 251 |
|
|
2019
Q4 | $484K | Sell |
2,904
-53
| -2% | -$8.83K | 0.04% | 382 |
|
|
2019
Q3 | $435K | Buy |
2,957
+301
| +11% | +$44.3K | 0.04% | 389 |
|
|
2019
Q2 | $386K | Hold |
2,656
| – | – | 0.04% | 417 |
|
|
2019
Q1 | $340K | Buy |
2,656
+306
| +13% | +$39.2K | 0.03% | 442 |
|
|
2018
Q4 | $245K | Sell |
2,350
-88
| -4% | -$9.17K | 0.02% | 480 |
|
|
2018
Q3 | $360K | Buy |
2,438
+57
| +2% | +$8.42K | 0.03% | 476 |
|
|
2018
Q2 | $333K | Sell |
2,381
-787
| -25% | -$110K | 0.03% | 371 |
|
|
2018
Q1 | $469K | Buy |
3,168
+319
| +11% | +$47.2K | 0.04% | 345 |
|
|
2017
Q4 | $483K | Buy |
2,849
+122
| +4% | +$20.7K | 0.05% | 296 |
|
|
2017
Q3 | $405K | Buy |
2,727
+959
| +54% | +$142K | 0.06% | 266 |
|
|
2017
Q2 | $225K | Buy |
1,768
+140
| +9% | +$17.8K | 0.04% | 251 |
|
|
2017
Q1 | $211K | Buy |
+1,628
| New | +$211K | 0.04% | 239 |
|