CW
Connectus Wealth’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $23.6M | Buy |
53,647
+47,722
| +805% | +$21M | 0.65% | 40 |
|
|
2023
Q4 | $2.27M | Sell |
5,925
-186
| -3% | -$71.2K | 0.05% | 251 |
|
|
2023
Q3 | $2.03M | Sell |
6,111
-422
| -6% | -$140K | 0.05% | 252 |
|
|
2023
Q2 | $2.18M | Buy |
6,533
+129
| +2% | +$43.1K | 0.05% | 202 |
|
|
2023
Q1 | $1.97M | Buy |
6,404
+620
| +11% | +$191K | 0.05% | 219 |
|
|
2022
Q4 | $1.81M | Sell |
5,784
-4,795
| -45% | -$1.5M | 0.04% | 212 |
|
|
2022
Q3 | $2.67M | Buy |
10,579
+745
| +8% | +$188K | 0.06% | 234 |
|
|
2022
Q2 | $2.34M | Buy |
+9,834
| New | +$2.34M | 0.05% | 198 |
|
|
2022
Q1 | – | Sell |
-706
| Closed | -$213K | – | 358 |
|
|
2021
Q4 | $213K | Buy |
+706
| New | +$213K | 0.01% | 323 |
|