Fortis Advisors’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-581	Closed	-$178K	–	100
2023 Q1	$178K	Hold	581	–	–	0.12%	90
2022 Q4	$181K	Hold	581	–	–	0.14%	85
2022 Q3	$146K	Hold	581	–	–	0.1%	100
2022 Q2	$138K	Sell	581 -419	-42%	-$112K	0.09%	109
2022 Q1	$300K	Hold	1,000	–	–	0.16%	79
2021 Q4	$302K	Hold	1,000	–	–	0.18%	84
2021 Q3	$264K	Hold	1,000	–	–	0.16%	79
2021 Q2	$249K	Hold	1,000	–	–	0.14%	89
2021 Q1	$232K	Hold	1,000	–	–	0.17%	74
2020 Q4	$194K	Hold	1,000	–	–	0.17%	56
2020 Q3	$154K	Sell	1,000 -860	-46%	-$132K	0.14%	56
2020 Q2	$279K	Hold	1,860	–	–	0.28%	47
2020 Q1	$191K	Hold	1,860	–	–	0.13%	79
2019 Q4	$310K	Hold	1,860	–	–	0.19%	72
2019 Q3	$274K	Hold	1,860	–	–	0.13%	76
2019 Q2	$270K	Hold	1,860	–	–	0.13%	82
2019 Q1	$238K	Hold	1,860	–	–	0.12%	82
2018 Q4	$194K	Hold	1,860	–	–	0.12%	86
2018 Q3	$275K	Hold	1,860	–	–	0.15%	59
2018 Q2	$260K	Hold	1,860	–	–	0.15%	62
2018 Q1	$275K	Hold	1,860	–	–	0.15%	57
2017 Q4	$315K	Hold	1,860	–	–	0.19%	49
2017 Q3	$276K	Hold	1,860	–	–	0.19%	51
2017 Q2	$237K	Hold	1,860	–	–	0.18%	66
2017 Q1	$241K	Hold	1,860	–	–	0.22%	57
2016 Q4	$206K	Buy	+1,860	New	+$196K	0.22%	38