CCM
Community Capital Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.85M | Sell |
5,600
-200
| -3% | -$65.9K | 2.94% | 7 |
|
|
2023
Q2 | $1.93M | Hold |
5,800
| – | – | 2.67% | 6 |
|
|
2023
Q1 | $1.78M | Hold |
5,800
| – | – | 2.34% | 10 |
|
|
2022
Q4 | $1.81M | Hold |
5,800
| – | – | 2.34% | 9 |
|
|
2022
Q3 | $1.46M | Hold |
5,800
| – | – | 1.91% | 18 |
|
|
2022
Q2 | $1.38M | Buy |
+5,800
| New | +$1.38M | 1.67% | 24 |
|
|
2022
Q1 | – | Sell |
-6,600
| Closed | -$1.99M | – | 12 |
|
|
2021
Q4 | $1.99M | Hold |
6,600
| – | – | 2.13% | 11 |
|
|
2021
Q3 | $1.74M | Hold |
6,600
| – | – | 1.81% | 16 |
|
|
2021
Q2 | $1.64M | Sell |
6,600
-400
| -6% | -$99.6K | 1.66% | 18 |
|
|
2021
Q1 | $1.63M | Sell |
7,000
-1,250
| -15% | -$291K | 1.79% | 19 |
|
|
2020
Q4 | $1.6M | Hold |
8,250
| – | – | 1.93% | 17 |
|
|
2020
Q3 | $1.27M | Sell |
8,250
-569
| -6% | -$87.7K | 1.69% | 17 |
|
|
2020
Q2 | $1.32M | Hold |
8,819
| – | – | 1.45% | 14 |
|
|
2020
Q1 | $903K | Buy |
8,819
+2,500
| +40% | +$256K | 1.5% | 19 |
|
|
2019
Q4 | $1.05M | Buy |
6,319
+2,000
| +46% | +$333K | 1.01% | 28 |
|
|
2019
Q3 | $635K | Buy |
4,319
+1,319
| +44% | +$194K | 0.69% | 43 |
|
|
2019
Q2 | $435K | Hold |
3,000
| – | – | 0.5% | 51 |
|
|
2019
Q1 | $384K | Hold |
3,000
| – | – | 0.46% | 62 |
|
|
2018
Q4 | $313K | Buy |
+3,000
| New | +$313K | 0.46% | 61 |
|