Baystate Wealth Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $153K | Buy |
403
+1
| +0.2% | +$381 | 0.01% | 228 |
|
|
2023
Q3 | $133K | Buy |
+402
| New | +$133K | 0.01% | 230 |
|
|
2020
Q4 | – | Sell |
-25
| Closed | -$4K | – | 674 |
|
|
2020
Q3 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 468 |
|
|
2019
Q2 | – | Sell |
-1
| Closed | -$1K | – | 646 |
|
|
2019
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 538 |
|