DA
Duality Advisers’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,194
| Closed | -$1.21M | – | 587 |
|
|
2023
Q4 | $1.21M | Buy |
+3,194
| New | +$1.21M | 0.13% | 273 |
|
|
2022
Q4 | – | Sell |
-3,936
| Closed | -$992K | – | 574 |
|
|
2022
Q3 | $992K | Buy |
3,936
+555
| +16% | +$140K | 0.11% | 314 |
|
|
2022
Q2 | $804K | Sell |
3,381
-4,081
| -55% | -$970K | 0.08% | 391 |
|
|
2022
Q1 | $2.24M | Buy |
7,462
+5,532
| +287% | +$1.66M | 0.24% | 139 |
|
|
2021
Q4 | $582K | Buy |
+1,930
| New | +$582K | 0.06% | 388 |
|
|
2021
Q3 | – | Sell |
-30,330
| Closed | -$7.55M | – | 518 |
|
|
2021
Q2 | $7.55M | Buy |
30,330
+17,191
| +131% | +$4.28M | 0.67% | 25 |
|
|
2021
Q1 | $3.05M | Sell |
13,139
-29,679
| -69% | -$6.9M | 0.27% | 125 |
|
|
2020
Q4 | $8.32M | Buy |
42,818
+35,458
| +482% | +$6.89M | 0.62% | 26 |
|
|
2020
Q3 | $1.13M | Buy |
7,360
+5,570
| +311% | +$858K | 0.07% | 345 |
|
|
2020
Q2 | $269K | Buy |
+1,790
| New | +$269K | 0.02% | 343 |
|
|
2020
Q1 | – | Sell |
-15,446
| Closed | -$2.57M | – | 21 |
|
|
2019
Q4 | $2.57M | Buy |
+15,446
| New | +$2.57M | 0.15% | 179 |
|
|
2019
Q3 | – | Sell |
-9,310
| Closed | -$1.35M | – | 332 |
|
|
2019
Q2 | $1.35M | Buy |
+9,310
| New | +$1.35M | 0.12% | 171 |
|