Focused Wealth Management’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-260	Closed	-$78K	–	872
2022 Q1	$78K	Sell	260 -415	-61%	-$125K	0.01%	251
2021 Q4	$204K	Hold	675	–	–	0.03%	170
2021 Q3	$178K	Hold	675	–	–	0.03%	179
2021 Q2	$168K	Sell	675 -25	-4%	-$6.22K	0.03%	196
2021 Q1	$163K	Hold	700	–	–	0.03%	193
2020 Q4	$136K	Sell	700 -325	-32%	-$63.1K	0.03%	206
2020 Q3	$158K	Sell	1,025 -25	-2%	-$3.85K	0.03%	163
2020 Q2	$158K	Hold	1,050	–	–	0.04%	156
2020 Q1	$108K	Buy	1,050 +400	+62%	+$41.1K	0.03%	187
2019 Q4	$108K	Hold	650	–	–	0.03%	243
2019 Q3	$96K	Hold	650	–	–	0.03%	238
2019 Q2	$94K	Hold	650	–	–	0.03%	249
2019 Q1	$83K	Sell	650 -650	-50%	-$83K	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%	162
2017 Q4	$220K	Buy	+1,300	New	+$220K	0.07%	143
2017 Q3	–	Sell	-1,300	Closed	-$165K	–	628
2017 Q2	$165K	Hold	1,300	–	–	0.06%	165
2017 Q1	$169K	Buy	+1,300	New	+$169K	0.07%	157
2015 Q2	–	Sell	-20	Closed	-$3K	–	653
2015 Q1	$3K	Hold	20	–	–	﹤0.01%	566
2014 Q4	$3K	Hold	20	–	–	﹤0.01%	546
2014 Q3	$2K	Hold	20	–	–	﹤0.01%	572
2014 Q2	$2K	Hold	20	–	–	﹤0.01%	578
2014 Q1	$2K	Hold	20	–	–	﹤0.01%	545
2013 Q4	$2K	Hold	20	–	–	﹤0.01%	544
2013 Q3	$2K	Buy	+20	New	+$2K	﹤0.01%	505