DA
DCM Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,122
| Closed | -$787K | – | 76 |
|
|
2022
Q3 | $787K | Sell |
3,122
-66
| -2% | -$16.6K | 0.39% | 65 |
|
|
2022
Q2 | $760K | Sell |
3,188
-677
| -18% | -$161K | 0.33% | 82 |
|
|
2022
Q1 | $1.16M | Sell |
3,865
-277
| -7% | -$83.2K | 0.41% | 63 |
|
|
2021
Q4 | $1.25M | Buy |
4,142
+68
| +2% | +$20.5K | 0.37% | 64 |
|
|
2021
Q3 | $1.08M | Buy |
4,074
+639
| +19% | +$169K | 0.41% | 70 |
|
|
2021
Q2 | $855K | Buy |
3,435
+335
| +11% | +$83.4K | 0.49% | 72 |
|
|
2021
Q1 | $721K | Sell |
3,100
-2,900
| -48% | -$674K | 0.42% | 83 |
|
|
2020
Q4 | $1.17M | Buy |
+6,000
| New | +$1.17M | 0.68% | 44 |
|