Beck Mack & Oliver’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-445
| Closed | -$209K | – | 189 |
|
|
2024
Q3 | $209K | Buy |
+445
| New | +$209K | ﹤0.01% | 165 |
|
|
2024
Q2 | – | Sell |
-539
| Closed | -$236K | – | 177 |
|
|
2024
Q1 | $236K | Sell |
539
-93
| -15% | -$40.8K | ﹤0.01% | 159 |
|
|
2023
Q4 | $240K | Hold |
632
| – | – | 0.01% | 159 |
|
|
2023
Q3 | $208K | Sell |
632
-16
| -2% | -$5.28K | 0.01% | 157 |
|
|
2023
Q2 | $215K | Buy |
+648
| New | +$215K | 0.01% | 158 |
|
|
2023
Q1 | – | Sell |
-648
| Closed | -$202K | – | 170 |
|
|
2022
Q4 | $202K | Buy |
+648
| New | +$202K | 0.01% | 163 |
|
|
2022
Q2 | – | Sell |
-889
| Closed | -$267K | – | 174 |
|
|
2022
Q1 | $267K | Hold |
889
| – | – | 0.01% | 167 |
|
|
2021
Q4 | $268K | Hold |
889
| – | – | 0.01% | 172 |
|
|
2021
Q3 | $235K | Hold |
889
| – | – | 0.01% | 192 |
|
|
2021
Q2 | $221K | Buy |
+889
| New | +$221K | 0.01% | 188 |
|