BFA
BMS Financial Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $558K | Sell |
1,681
-804
| -32% | -$267K | 0.36% | 46 |
|
|
2023
Q1 | $762K | Sell |
2,485
-7
| -0.3% | -$2.15K | 0.53% | 34 |
|
|
2022
Q4 | $776K | Sell |
2,492
-93
| -4% | -$29K | 0.51% | 31 |
|
|
2022
Q3 | $651K | Sell |
2,585
-85
| -3% | -$21.4K | 0.46% | 38 |
|
|
2022
Q2 | $635K | Buy |
2,670
+153
| +6% | +$36.4K | 0.42% | 36 |
|
|
2022
Q1 | $756K | Buy |
2,517
+91
| +4% | +$27.3K | 0.48% | 35 |
|
|
2021
Q4 | $732K | Buy |
+2,426
| New | +$732K | 0.47% | 38 |
|