Aspiriant LLC’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-946
| Closed | -$415K | – | 285 |
|
|
2024
Q1 | $415K | Buy |
946
+135
| +17% | +$59.2K | 0.02% | 212 |
|
|
2023
Q4 | $308K | Buy |
+811
| New | +$308K | 0.01% | 234 |
|
|
2023
Q2 | – | Sell |
-805
| Closed | -$247K | – | 285 |
|
|
2023
Q1 | $247K | Buy |
+805
| New | +$247K | 0.01% | 243 |
|
|
2016
Q3 | – | Sell |
-2,022
| Closed | -$249K | – | 184 |
|
|
2016
Q2 | $249K | Buy |
+2,022
| New | +$249K | 0.02% | 166 |
|