Glassman Wealth Services’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-177
| Closed | -$67.2K | – | 288 |
|
|
2023
Q4 | $67.2K | Buy |
177
+2
| +1% | +$760 | 0.01% | 383 |
|
|
2023
Q3 | $57.7K | Sell |
175
-3
| -2% | -$989 | 0.01% | 392 |
|
|
2023
Q2 | $59.1K | Buy |
178
+1
| +0.6% | +$332 | 0.01% | 368 |
|
|
2023
Q1 | $54.3K | Buy |
177
+26
| +17% | +$7.97K | 0.01% | 392 |
|
|
2022
Q4 | $47K | Buy |
151
+14
| +10% | +$4.36K | 0.01% | 439 |
|
|
2022
Q3 | $35K | Buy |
137
+29
| +27% | +$7.41K | 0.01% | 467 |
|
|
2022
Q2 | $26K | Buy |
108
+20
| +23% | +$4.82K | 0.01% | 549 |
|
|
2022
Q1 | $26K | Buy |
88
+9
| +11% | +$2.66K | ﹤0.01% | 563 |
|
|
2021
Q4 | $24K | Buy |
79
+28
| +55% | +$8.51K | ﹤0.01% | 557 |
|
|
2021
Q3 | $13K | Buy |
51
+6
| +13% | +$1.53K | ﹤0.01% | 690 |
|
|
2021
Q2 | $11K | Buy |
45
+8
| +22% | +$1.96K | ﹤0.01% | 721 |
|
|
2021
Q1 | $9K | Buy |
37
+5
| +16% | +$1.22K | ﹤0.01% | 729 |
|
|
2020
Q4 | $6K | Hold |
32
| – | – | ﹤0.01% | 816 |
|
|
2020
Q3 | $5K | Hold |
32
| – | – | ﹤0.01% | 774 |
|
|
2020
Q2 | $5K | Sell |
32
-8
| -20% | -$1.25K | ﹤0.01% | 608 |
|
|
2020
Q1 | $4K | Buy |
40
+12
| +43% | +$1.2K | ﹤0.01% | 535 |
|
|
2019
Q4 | $5K | Buy |
28
+3
| +12% | +$536 | ﹤0.01% | 569 |
|
|
2019
Q3 | $4K | Sell |
25
-3
| -11% | -$480 | ﹤0.01% | 555 |
|
|
2019
Q2 | $4K | Buy |
28
+3
| +12% | +$429 | ﹤0.01% | 569 |
|
|
2019
Q1 | $3K | Buy |
25
+22
| +733% | +$2.64K | ﹤0.01% | 607 |
|
|
2018
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 764 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | -$1K | – | 728 |
|
|
2017
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 538 |
|