Focused Wealth Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-260
| Closed | -$78K | – | 919 |
|
|
2022
Q1 | $78K | Sell |
260
-415
| -61% | -$126K | 0.01% | 253 |
|
|
2021
Q4 | $204K | Hold |
675
| – | – | 0.03% | 170 |
|
|
2021
Q3 | $178K | Hold |
675
| – | – | 0.03% | 181 |
|
|
2021
Q2 | $168K | Sell |
675
-25
| -4% | -$6.3K | 0.03% | 196 |
|
|
2021
Q1 | $163K | Hold |
700
| – | – | 0.03% | 194 |
|
|
2020
Q4 | $136K | Sell |
700
-325
| -32% | -$58.2K | 0.03% | 207 |
|
|
2020
Q3 | $158K | Sell |
1,025
-25
| -2% | -$3.85K | 0.03% | 164 |
|
|
2020
Q2 | $158K | Hold |
1,050
| – | – | 0.04% | 157 |
|
|
2020
Q1 | $108K | Buy |
1,050
+400
| +62% | +$59.3K | 0.03% | 187 |
|
|
2019
Q4 | $108K | Hold |
650
| – | – | 0.03% | 243 |
|
|
2019
Q3 | $96K | Hold |
650
| – | – | 0.03% | 239 |
|
|
2019
Q2 | $94K | Hold |
650
| – | – | 0.03% | 249 |
|
|
2019
Q1 | $83K | Sell |
650
-650
| -50% | -$80.7K | 0.03% | 240 |
|
|
2018
Q4 | $136K | Hold |
1,300
| – | – | 0.05% | 180 |
|
|
2018
Q3 | $192K | Hold |
1,300
| – | – | 0.07% | 149 |
|
|
2018
Q2 | $182K | Hold |
1,300
| – | – | 0.06% | 166 |
|
|
2018
Q1 | $192K | Hold |
1,300
| – | – | 0.06% | 163 |
|
|
2017
Q4 | $220K | Buy |
+1,300
| New | +$208K | 0.07% | 143 |
|
|
2017
Q3 | – | Sell |
-1,300
| Closed | -$165K | – | 646 |
|
|
2017
Q2 | $165K | Hold |
1,300
| – | – | 0.06% | 165 |
|
|
2017
Q1 | $169K | Buy |
+1,300
| New | +$161K | 0.07% | 157 |
|
|
2015
Q2 | – | Sell |
-20
| Closed | -$3K | – | 659 |
|
|
2015
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 570 |
|
|
2014
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 550 |
|
|
2014
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 583 |
|
|
2014
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 584 |
|
|
2014
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 552 |
|
|
2013
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 548 |
|
|
2013
Q3 | $2K | Buy |
+20
| New | +$1.77K | ﹤0.01% | 513 |
|