APWA
Atlas Private Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19
| Closed | -$5K | – | 175 |
|
|
2021
Q3 | $5K | Buy |
19
+1
| +6% | +$263 | ﹤0.01% | 552 |
|
|
2021
Q2 | $5K | Hold |
18
| – | – | ﹤0.01% | 562 |
|
|
2021
Q1 | $4K | Sell |
18
-912
| -98% | -$203K | ﹤0.01% | 635 |
|
|
2020
Q4 | $181K | Buy |
930
+912
| +5,067% | +$177K | 0.12% | 112 |
|
|
2020
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 515 |
|
|
2020
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 548 |
|