Frontier 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 | $664K | Sell |
2,792
-511
| -15% | -$122K | 0.05% | 213 |
|
2022
Q1 | $951K | Sell |
3,303
-65
| -2% | -$18.7K | 0.01% | 184 |
|
2021
Q4 | $1.02M | Buy |
3,368
+226
| +7% | +$68.2K | 0.07% | 191 |
|
2021
Q3 | $830K | Sell |
3,142
-241
| -7% | -$63.7K | 0.06% | 208 |
|
2021
Q2 | $842K | Buy |
3,383
+7
| +0.2% | +$1.74K | 0.06% | 203 |
|
2021
Q1 | $785K | Buy |
3,376
+1
| +0% | +$233 | 0.06% | 196 |
|
2020
Q4 | $656K | Buy |
3,375
+1
| +0% | +$194 | 0.05% | 197 |
|
2020
Q3 | $520K | Buy |
3,374
+2
| +0.1% | +$308 | 0.05% | 209 |
|
2020
Q2 | $506K | Sell |
3,372
-39
| -1% | -$5.85K | 0.05% | 208 |
|
2020
Q1 | $350K | Sell |
3,411
-18
| -0.5% | -$1.85K | 0.06% | 209 |
|
2019
Q4 | $571K | Sell |
3,429
-561
| -14% | -$93.4K | 0.09% | 164 |
|
2019
Q3 | $587K | Sell |
3,990
-79
| -2% | -$11.6K | 0.09% | 174 |
|
2019
Q2 | $591K | Hold |
4,069
| – | – | 0.09% | 172 |
|
2019
Q1 | $521K | Buy |
4,069
+52
| +1% | +$6.66K | 0.07% | 211 |
|
2018
Q4 | $419K | Hold |
4,017
| – | – | 0.06% | 227 |
|
2018
Q3 | $593K | Hold |
4,017
| – | – | 0.06% | 204 |
|
2018
Q2 | $562K | Sell |
4,017
-21
| -0.5% | -$2.94K | 0.08% | 202 |
|
2018
Q1 | $597K | Buy |
+4,038
| New | +$597K | 0.08% | 202 |
|
2017
Q4 | – | Sell |
-3,878
| Closed | -$576K | – | 350 |
|
2017
Q3 | $576K | Sell |
3,878
-172
| -4% | -$25.5K | 0.08% | 209 |
|
2017
Q2 | $516K | Buy |
4,050
+174
| +4% | +$22.2K | 0.08% | 221 |
|
2017
Q1 | $503K | Buy |
3,876
+1,150
| +42% | +$149K | 0.08% | 223 |
|
2016
Q4 | $302K | Hold |
2,726
| – | – | 0.05% | 285 |
|
2016
Q3 | $272K | Buy |
+2,726
| New | +$272K | 0.04% | 293 |
|
2016
Q2 | – | Sell |
-2,726
| Closed | -$256K | – | 336 |
|
2016
Q1 | $256K | Buy |
2,726
+163
| +6% | +$15.3K | 0.02% | 277 |
|
2015
Q4 | $273K | Hold |
2,563
| – | – | 0.04% | 266 |
|
2015
Q3 | $280K | Buy |
2,563
+265
| +12% | +$29K | 0.04% | 264 |
|
2015
Q2 | $287K | Hold |
2,298
| – | – | 0.04% | 265 |
|
2015
Q1 | $301K | Buy |
+2,298
| New | +$301K | 0.05% | 227 |
|