BDO Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.36M | Buy |
10,129
+75
| +0.7% | +$24.9K | 0.39% | 57 |
|
|
2023
Q1 | $3.08M | Sell |
10,054
-19
| -0.2% | -$5.82K | 0.38% | 58 |
|
|
2022
Q4 | $3.14M | Buy |
10,073
+110
| +1% | +$34.2K | 0.39% | 49 |
|
|
2022
Q3 | $2.51M | Sell |
9,963
-103
| -1% | -$25.9K | 0.33% | 66 |
|
|
2022
Q2 | $2.39M | Sell |
10,066
-449
| -4% | -$107K | 0.29% | 68 |
|
|
2022
Q1 | $3.16M | Buy |
10,515
+216
| +2% | +$64.9K | 0.34% | 57 |
|
|
2021
Q4 | $3.11M | Buy |
10,299
+140
| +1% | +$42.2K | 0.33% | 55 |
|
|
2021
Q3 | $2.68M | Buy |
10,159
+301
| +3% | +$79.5K | 0.3% | 63 |
|
|
2021
Q2 | $2.45M | Sell |
9,858
-273
| -3% | -$68K | 0.27% | 70 |
|
|
2021
Q1 | $2.36M | Sell |
10,131
-450
| -4% | -$105K | 0.28% | 69 |
|
|
2020
Q4 | $2.06M | Sell |
10,581
-678
| -6% | -$132K | 0.29% | 64 |
|
|
2020
Q3 | $1.74M | Sell |
11,259
-662
| -6% | -$102K | 0.28% | 65 |
|
|
2020
Q2 | $1.79M | Buy |
11,921
+592
| +5% | +$88.8K | 0.31% | 63 |
|
|
2020
Q1 | $1.16M | Buy |
11,329
+3,784
| +50% | +$388K | 0.23% | 76 |
|
|
2019
Q4 | $1.26M | Sell |
7,545
-565
| -7% | -$94.1K | 0.32% | 64 |
|
|
2019
Q3 | $1.19M | Buy |
8,110
+502
| +7% | +$73.8K | 0.31% | 65 |
|
|
2019
Q2 | $1.1M | Buy |
7,608
+1,427
| +23% | +$207K | 0.3% | 68 |
|
|
2019
Q1 | $792K | Buy |
6,181
+814
| +15% | +$104K | 0.23% | 83 |
|
|
2018
Q4 | $560K | Buy |
5,367
+66
| +1% | +$6.89K | 0.19% | 94 |
|
|
2018
Q3 | $783K | Buy |
5,301
+296
| +6% | +$43.7K | 0.25% | 74 |
|
|
2018
Q2 | $700K | Sell |
5,005
-23
| -0.5% | -$3.22K | 0.24% | 81 |
|
|
2018
Q1 | $744K | Buy |
5,028
+733
| +17% | +$108K | 0.28% | 70 |
|
|
2017
Q4 | $728K | Sell |
4,295
-90
| -2% | -$15.3K | 0.33% | 59 |
|
|
2017
Q3 | $651K | Sell |
4,385
-200
| -4% | -$29.7K | 0.32% | 58 |
|
|
2017
Q2 | $584K | Buy |
+4,585
| New | +$584K | 0.25% | 69 |
|