GenTrust’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Hold	480	–	–	0.01%	160
2025 Q1	$233K	Sell	480 -16	-3%	-$7.75K	0.01%	168
2024 Q4	$264K	Buy	496 +16	+3%	+$8.52K	0.01%	171
2024 Q3	$226K	Buy	+480	New	+$226K	0.01%	187