BerganKDV 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
Q2 | $126K | Sell |
378
-8
| -2% | -$2.66K | 0.01% | 270 |
|
|
2023
Q1 | $118K | Hold |
386
| – | – | 0.01% | 295 |
|
|
2022
Q4 | $120K | Sell |
386
-2
| -0.5% | -$623 | 0.01% | 285 |
|
|
2022
Q3 | $98K | Sell |
388
-22
| -5% | -$5.56K | 0.01% | 292 |
|
|
2022
Q2 | $97K | Hold |
410
| – | – | 0.01% | 303 |
|
|
2022
Q1 | $123K | Hold |
410
| – | – | 0.01% | 288 |
|
|
2021
Q4 | $124K | Hold |
410
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $108K | Hold |
410
| – | – | 0.01% | 310 |
|
|
2021
Q2 | $102K | Hold |
410
| – | – | 0.01% | 311 |
|
|
2021
Q1 | $95K | Sell |
410
-5
| -1% | -$1.16K | 0.01% | 300 |
|
|
2020
Q4 | $81K | Buy |
415
+22
| +6% | +$4.29K | 0.01% | 300 |
|
|
2020
Q3 | $61K | Hold |
393
| – | – | 0.01% | 316 |
|
|
2020
Q2 | $59K | Hold |
393
| – | – | 0.01% | 333 |
|
|
2020
Q1 | $40K | Buy |
393
+163
| +71% | +$16.6K | 0.01% | 347 |
|
|
2019
Q4 | $38K | Buy |
230
+17
| +8% | +$2.81K | 0.01% | 370 |
|
|
2019
Q3 | $31K | Hold |
213
| – | – | 0.01% | 377 |
|
|
2019
Q2 | $31K | Hold |
213
| – | – | 0.01% | 374 |
|
|
2019
Q1 | $27K | Hold |
213
| – | – | 0.01% | 401 |
|
|
2018
Q4 | $22K | Hold |
213
| – | – | 0.01% | 382 |
|
|
2018
Q3 | $31K | Hold |
213
| – | – | 0.01% | 367 |
|
|
2018
Q2 | $30K | Buy |
+213
| New | +$30K | 0.01% | 377 |
|