Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $24K | Buy |
45
+5
| +13% | +$2.66K | 0.01% | 262 |
|
|
2024
Q3 | $18.8K | Hold |
40
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $17.1K | Hold |
40
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $17.5K | Hold |
40
| – | – | 0.01% | 299 |
|
|
2023
Q4 | $15.2K | Hold |
40
| – | – | 0.01% | 300 |
|
|
2023
Q3 | $13.2K | Hold |
40
| – | – | 0.01% | 312 |
|
|
2023
Q2 | $13.3K | Hold |
40
| – | – | 0.01% | 316 |
|
|
2023
Q1 | $12.3K | Hold |
40
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $12.5K | Buy |
+40
| New | +$12.5K | 0.01% | 301 |
|
|
2022
Q1 | – | Sell |
-43
| Closed | -$13K | – | 134 |
|
|
2021
Q4 | $13K | Buy |
+43
| New | +$13K | 0.01% | 298 |
|