Global Wealth Management Investment Advisory’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 |
-180
| Closed | -$68.4K | – | 152 |
|
2023
Q4 | $68.4K | Hold |
180
| – | – | 0.02% | 173 |
|
2023
Q3 | $59.3K | Hold |
180
| – | – | 0.02% | 184 |
|
2023
Q2 | $59.8K | Buy |
+180
| New | +$59.8K | 0.02% | 186 |
|
2022
Q3 | – | Sell |
-194
| Closed | -$46K | – | 149 |
|
2022
Q2 | $46K | Buy |
194
+14
| +8% | +$3.32K | 0.02% | 182 |
|
2022
Q1 | $54K | Hold |
180
| – | – | 0.02% | 185 |
|
2021
Q4 | $54K | Hold |
180
| – | – | 0.02% | 185 |
|
2021
Q3 | $48K | Hold |
180
| – | – | 0.02% | 202 |
|
2021
Q2 | $45K | Hold |
180
| – | – | 0.02% | 201 |
|
2021
Q1 | $42K | Hold |
180
| – | – | 0.02% | 202 |
|
2020
Q4 | $35K | Hold |
180
| – | – | 0.01% | 201 |
|
2020
Q3 | $28K | Hold |
180
| – | – | 0.01% | 207 |
|
2020
Q2 | $27K | Hold |
180
| – | – | 0.01% | 248 |
|
2020
Q1 | $18K | Hold |
180
| – | – | 0.01% | 265 |
|
2019
Q4 | $30K | Sell |
180
-13
| -7% | -$2.17K | 0.01% | 227 |
|
2019
Q3 | $28K | Hold |
193
| – | – | 0.01% | 218 |
|
2019
Q2 | $28K | Hold |
193
| – | – | 0.01% | 227 |
|
2019
Q1 | $25K | Hold |
193
| – | – | 0.01% | 279 |
|
2018
Q4 | $20K | Buy |
+193
| New | +$20K | 0.01% | 293 |
|