Fortem Financial Group’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 Q3	–	Sell	-4,914	Closed	-$1.17M	–	157
2022 Q2	$1.17M	Sell	4,914 -1,716	-26%	-$460K	0.76%	37
2022 Q1	$1.99M	Sell	6,630 -2,175	-25%	-$658K	0.87%	45
2021 Q4	$2.66M	Sell	8,805 -128	-1%	-$37.9K	1.21%	22
2021 Q3	$2.36M	Buy	8,933 +31	+0.3%	+$8.11K	1.2%	23
2021 Q2	$2.22M	Buy	8,902 +208	+2%	+$52.4K	1.12%	25
2021 Q1	$2.02M	Sell	8,694 -737	-8%	-$159K	1.17%	21
2020 Q4	$1.83M	Sell	9,431 -91	-1%	-$16.3K	1.1%	23
2020 Q3	$1.47M	Sell	9,522 -3,848	-29%	-$593K	1.06%	30
2020 Q2	$2.01M	Sell	13,370 -2,840	-18%	-$364K	1.55%	16
2020 Q1	$1.66M	Buy	16,210 +1,625	+11%	+$241K	1.51%	19
2019 Q4	$2.43M	Buy	14,585 +646	+5%	+$100K	1.8%	12
2019 Q3	$2.05M	Buy	13,939 +3,201	+30%	+$449K	1.75%	14
2019 Q2	$1.56M	Sell	10,738 -55	-0.5%	-$7.95K	1.57%	20
2019 Q1	$1.38M	Buy	10,793 +537	+5%	+$66.6K	1.44%	27
2018 Q4	$1.07M	Buy	+10,256	New	+$1.29M	1.29%	34