Bogart Wealth LLC’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14K | Sell |
4
-4
| -50% | -$2.14K | ﹤0.01% | 1092 |
|
|
2025
Q1 | $3.87K | Buy |
8
+5
| +167% | +$2.42K | ﹤0.01% | 943 |
|
|
2024
Q4 | $1.6K | Buy |
+3
| New | +$1.6K | ﹤0.01% | 1128 |
|
|
2022
Q4 | – | Sell |
-30
| Closed | -$8K | – | 1040 |
|
|
2022
Q3 | $8K | Buy |
30
+6
| +25% | +$1.6K | ﹤0.01% | 580 |
|
|
2022
Q2 | $6K | Sell |
24
-120
| -83% | -$30K | ﹤0.01% | 607 |
|
|
2022
Q1 | $43K | Sell |
144
-76
| -35% | -$22.7K | ﹤0.01% | 288 |
|
|
2021
Q4 | $66K | Hold |
220
| – | – | 0.01% | 236 |
|
|
2021
Q3 | $58K | Hold |
220
| – | – | 0.01% | 236 |
|
|
2021
Q2 | $55K | Buy |
220
+120
| +120% | +$30K | 0.01% | 230 |
|
|
2021
Q1 | $23K | Hold |
100
| – | – | ﹤0.01% | 300 |
|
|
2020
Q4 | $19K | Hold |
100
| – | – | ﹤0.01% | 268 |
|
|
2020
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 269 |
|
|
2020
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 256 |
|
|
2020
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 261 |
|
|
2019
Q4 | $17K | Hold |
100
| – | – | 0.01% | 237 |
|
|
2019
Q3 | $15K | Hold |
100
| – | – | 0.01% | 228 |
|
|
2019
Q2 | $14K | Hold |
100
| – | – | 0.01% | 216 |
|
|
2019
Q1 | $12K | Hold |
100
| – | – | 0.01% | 227 |
|
|
2018
Q4 | $10K | Hold |
100
| – | – | 0.01% | 235 |
|
|
2018
Q3 | $15K | Hold |
100
| – | – | 0.01% | 201 |
|
|
2018
Q2 | $13K | Hold |
100
| – | – | 0.01% | 224 |
|
|
2018
Q1 | $15K | Hold |
100
| – | – | 0.01% | 212 |
|
|
2017
Q4 | $17K | Hold |
100
| – | – | 0.01% | 204 |
|
|
2017
Q3 | $15K | Buy |
+100
| New | +$15K | 0.01% | 205 |
|