CFN

Cordasco Financial Network’s Ameriprise Financial AMP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$119K	Hold	500	–	–	0.09%	116
2022 Q1	$150K	Hold	500	–	–	0.1%	109
2021 Q4	$151K	Sell	500 -800	-62%	-$242K	0.09%	111
2021 Q3	$343K	Hold	1,300	–	–	0.23%	56
2021 Q2	$324K	Sell	1,300 -500	-28%	-$125K	0.23%	58
2021 Q1	$418K	Hold	1,800	–	–	0.3%	43
2020 Q4	$350K	Hold	1,800	–	–	0.28%	48
2020 Q3	$277K	Hold	1,800	–	–	0.24%	59
2020 Q2	$270K	Hold	1,800	–	–	0.25%	57
2020 Q1	$184K	Hold	1,800	–	–	0.2%	64
2019 Q4	$300K	Hold	1,800	–	–	0.27%	47
2019 Q3	$265K	Hold	1,800	–	–	0.25%	48
2019 Q2	$261K	Hold	1,800	–	–	0.25%	50
2019 Q1	$231K	Hold	1,800	–	–	0.23%	50
2018 Q4	$188K	Hold	1,800	–	–	0.21%	59
2018 Q3	$266K	Hold	1,800	–	–	0.25%	55
2018 Q2	$252K	Hold	1,800	–	–	0.25%	57
2018 Q1	$266K	Hold	1,800	–	–	0.29%	50
2017 Q4	$305K	Hold	1,800	–	–	0.32%	47
2017 Q3	$267K	Hold	1,800	–	–	0.29%	47
2017 Q2	$229K	Hold	1,800	–	–	0.26%	52
2017 Q1	$233K	Hold	1,800	–	–	0.27%	48
2016 Q4	$200K	Buy	+1,800	New	+$200K	0.23%	58
2015 Q3	–	Sell	-720	Closed	-$90K	–	283
2015 Q2	$90K	Hold	720	–	–	0.07%	107
2015 Q1	$94K	Buy	720 +470	+188%	+$61.4K	0.07%	121
2014 Q4	$33K	Hold	250	–	–	0.03%	177
2014 Q3	$31K	Buy	+250	New	+$31K	0.02%	190