GW & Wade’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.16M | Buy |
3,049
+1,568
| +106% | +$596K | 0.04% | 212 |
|
|
2023
Q3 | $488K | Buy |
1,481
+725
| +96% | +$239K | 0.02% | 273 |
|
|
2023
Q2 | $251K | Sell |
756
-1,306
| -63% | -$434K | 0.01% | 344 |
|
|
2023
Q1 | $632K | Buy |
2,062
+57
| +3% | +$17.5K | 0.02% | 240 |
|
|
2022
Q4 | $624K | Buy |
2,005
+81
| +4% | +$25.2K | 0.03% | 235 |
|
|
2022
Q3 | $485K | Buy |
+1,924
| New | +$485K | 0.02% | 246 |
|
|
2022
Q2 | – | Sell |
-835
| Closed | -$251K | – | 385 |
|
|
2022
Q1 | $251K | Buy |
835
+4
| +0.5% | +$1.2K | 0.01% | 342 |
|
|
2021
Q4 | $251K | Buy |
831
+1
| +0.1% | +$302 | 0.01% | 354 |
|
|
2021
Q3 | $219K | Buy |
+830
| New | +$219K | 0.01% | 356 |
|
|
2015
Q3 | – | Sell |
-2,970
| Closed | -$371K | – | 222 |
|
|
2015
Q2 | $371K | Hold |
2,970
| – | – | 0.07% | 168 |
|
|
2015
Q1 | $389K | Buy |
2,970
+85
| +3% | +$11.1K | 0.07% | 163 |
|
|
2014
Q4 | $382K | Buy |
+2,885
| New | +$382K | 0.1% | 94 |
|