Concord Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5	Closed	-$1.9K	–	856
2023 Q4	$1.9K	Hold	5	–	–	﹤0.01%	717
2023 Q3	$1.65K	Hold	5	–	–	﹤0.01%	897
2023 Q2	$1.66K	Buy	+5	New	+$1.54K	﹤0.01%	899
2023 Q1	–	Sell	-36	Closed	-$11.3K	–	998
2022 Q4	$11.3K	Buy	+36	New	+$11K	﹤0.01%	621
2022 Q3	–	Sell	-91	Closed	-$22K	–	199
2022 Q2	$22K	Buy	91 +28	+44%	+$7.5K	0.01%	522
2022 Q1	$19K	Buy	63 +28	+80%	+$8.47K	﹤0.01%	638
2021 Q4	$11K	Buy	35 +30	+600%	+$8.87K	﹤0.01%	752
2021 Q3	$1K	Sell	5 -46	-90%	-$12K	﹤0.01%	800
2021 Q2	$13K	Sell	51 -2	-4%	-$504	﹤0.01%	572
2021 Q1	$12K	Buy	53 +49	+1,225%	+$10.6K	﹤0.01%	553
2020 Q4	$1K	Buy	+4	New	+$716	﹤0.01%	594