Concord Wealth Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$1.66K | ﹤0.01% | 899 |
|
|
2023
Q1 | – | Sell |
-36
| Closed | -$11.3K | – | 999 |
|
|
2022
Q4 | $11.3K | Buy |
+36
| New | +$11.3K | ﹤0.01% | 621 |
|
|
2022
Q3 | – | Sell |
-91
| Closed | -$22K | – | 199 |
|
|
2022
Q2 | $22K | Buy |
91
+28
| +44% | +$6.77K | 0.01% | 522 |
|
|
2022
Q1 | $19K | Buy |
63
+28
| +80% | +$8.44K | ﹤0.01% | 638 |
|
|
2021
Q4 | $11K | Buy |
35
+30
| +600% | +$9.43K | ﹤0.01% | 752 |
|
|
2021
Q3 | $1K | Sell |
5
-46
| -90% | -$9.2K | ﹤0.01% | 800 |
|
|
2021
Q2 | $13K | Sell |
51
-2
| -4% | -$510 | ﹤0.01% | 572 |
|
|
2021
Q1 | $12K | Buy |
53
+49
| +1,225% | +$11.1K | ﹤0.01% | 553 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 594 |
|