First Personal Financial Services’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$141K	Hold	300	–	–	0.03%	141
2024 Q2	$128K	Sell	300 -58	-16%	-$24.8K	0.03%	143
2024 Q1	$157K	Hold	358	–	–	0.04%	131
2023 Q4	$136K	Hold	358	–	–	0.03%	138
2023 Q3	$118K	Hold	358	–	–	0.03%	141
2023 Q2	$119K	Hold	358	–	–	0.03%	145
2023 Q1	$110K	Hold	358	–	–	0.03%	146
2022 Q4	$111K	Sell	358 -150	-30%	-$46.7K	0.03%	147
2022 Q3	$128K	Buy	508 +468	+1,170%	+$118K	0.04%	135
2022 Q2	$10K	Hold	40	–	–	﹤0.01%	278
2022 Q1	$12K	Hold	40	–	–	﹤0.01%	282
2021 Q4	$12K	Hold	40	–	–	﹤0.01%	276
2021 Q3	$11K	Hold	40	–	–	﹤0.01%	280
2021 Q2	$10K	Hold	40	–	–	﹤0.01%	288
2021 Q1	$9K	Hold	40	–	–	﹤0.01%	278
2020 Q4	$8K	Hold	40	–	–	﹤0.01%	281
2020 Q3	$6K	Hold	40	–	–	﹤0.01%	266
2020 Q2	$6K	Buy	+40	New	+$6K	﹤0.01%	272
2020 Q1	–	Sell	-8	Closed	-$1K	–	307
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	395
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	442
2019 Q2	$1K	Sell	8 -20	-71%	-$2.5K	﹤0.01%	684
2019 Q1	$4K	Buy	+28	New	+$4K	﹤0.01%	604
2018 Q2	–	Sell	-8	Closed	-$1K	–	667
2018 Q1	$1K	Buy	+8	New	+$1K	﹤0.01%	1001
2017 Q4	–	Sell	-82	Closed	-$12K	–	987
2017 Q3	$12K	Hold	82	–	–	﹤0.01%	667
2017 Q2	$10K	Hold	82	–	–	﹤0.01%	710
2017 Q1	$11K	Hold	82	–	–	﹤0.01%	689
2016 Q4	$9K	Hold	82	–	–	﹤0.01%	720
2016 Q3	$8K	Hold	82	–	–	﹤0.01%	626
2016 Q2	$7K	Buy	+82	New	+$7K	﹤0.01%	632
2015 Q1	–	Sell	-54	Closed	-$7K	–	584
2014 Q4	$7K	Buy	+54	New	+$7K	﹤0.01%	279