Coastline Trust’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,300
| Closed | -$555K | – | 433 |
|
|
2024
Q2 | $555K | Hold |
1,300
| – | – | 0.07% | 163 |
|
|
2024
Q1 | $570K | Hold |
1,300
| – | – | 0.07% | 167 |
|
|
2023
Q4 | $494K | Hold |
1,300
| – | – | 0.07% | 190 |
|
|
2023
Q3 | $429K | Hold |
1,300
| – | – | 0.06% | 204 |
|
|
2023
Q2 | $432K | Sell |
1,300
-285
| -18% | -$94.7K | 0.06% | 210 |
|
|
2023
Q1 | $486K | Hold |
1,585
| – | – | 0.07% | 212 |
|
|
2022
Q4 | $494K | Hold |
1,585
| – | – | 0.07% | 211 |
|
|
2022
Q3 | $400K | Hold |
1,585
| – | – | 0.06% | 236 |
|
|
2022
Q2 | $377K | Hold |
1,585
| – | – | 0.06% | 259 |
|
|
2022
Q1 | $476K | Hold |
1,585
| – | – | 0.06% | 247 |
|
|
2021
Q4 | $478K | Hold |
1,585
| – | – | 0.05% | 249 |
|
|
2021
Q3 | $418K | Hold |
1,585
| – | – | 0.05% | 253 |
|
|
2021
Q2 | $395K | Sell |
1,585
-40
| -2% | -$9.97K | 0.05% | 255 |
|
|
2021
Q1 | $378K | Buy |
+1,625
| New | +$378K | 0.05% | 264 |
|