Americana Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,059
| Closed | -$352K | – | 290 |
|
2023
Q2 | $352K | Hold |
1,059
| – | – | 0.05% | 219 |
|
2023
Q1 | $325K | Hold |
1,059
| – | – | 0.05% | 213 |
|
2022
Q4 | $330K | Sell |
1,059
-127
| -11% | -$39.5K | 0.06% | 187 |
|
2022
Q3 | $298K | Hold |
1,186
| – | – | 0.05% | 190 |
|
2022
Q2 | $281K | Sell |
1,186
-14
| -1% | -$3.32K | 0.05% | 194 |
|
2022
Q1 | $356K | Buy |
1,200
+14
| +1% | +$4.15K | 0.11% | 163 |
|
2021
Q4 | $357K | Hold |
1,186
| – | – | 0.06% | 191 |
|
2021
Q3 | $313K | Buy |
+1,186
| New | +$313K | 0.08% | 179 |
|
2020
Q1 | – | Sell |
-428
| Closed | -$71K | – | 131 |
|
2019
Q4 | $71K | Buy |
+428
| New | +$71K | 0.04% | 177 |
|