Howe & Rusling’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-28
| Closed | -$7K | – | 351 |
|
|
2022
Q3 | $7K | Sell |
28
-1
| -3% | -$263 | ﹤0.01% | 586 |
|
|
2022
Q2 | $7K | Sell |
29
-7
| -19% | -$1.88K | ﹤0.01% | 582 |
|
|
2022
Q1 | $11K | Buy |
36
+2
| +6% | +$605 | ﹤0.01% | 509 |
|
|
2021
Q4 | $10K | Hold |
34
| – | – | ﹤0.01% | 529 |
|
|
2021
Q3 | $9K | Hold |
34
| – | – | ﹤0.01% | 528 |
|
|
2021
Q2 | $8K | Hold |
34
| – | – | ﹤0.01% | 525 |
|
|
2021
Q1 | $8K | Buy |
34
+1
| +3% | +$216 | ﹤0.01% | 520 |
|
|
2020
Q4 | $6K | Hold |
33
| – | – | ﹤0.01% | 560 |
|
|
2020
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 532 |
|
|
2020
Q2 | $5K | Buy |
33
+7
| +27% | +$897 | ﹤0.01% | 521 |
|
|
2020
Q1 | $3K | Buy |
26
+1
| +4% | +$148 | ﹤0.01% | 555 |
|
|
2019
Q4 | $4K | Buy |
25
+7
| +39% | +$1.08K | ﹤0.01% | 572 |
|
|
2019
Q3 | $3K | Buy |
18
+1
| +6% | +$140 | ﹤0.01% | 611 |
|
|
2019
Q2 | $2K | Buy |
+17
| New | +$2.46K | ﹤0.01% | 647 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$4K | – | 822 |
|
|
2018
Q1 | $4K | Buy |
+30
| New | +$4.89K | ﹤0.01% | 638 |
|
|
2017
Q2 | – | Sell |
-50
| Closed | -$6K | – | 946 |
|
|
2017
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 611 |
|
|
2016
Q4 | $6K | Sell |
50
-116
| -70% | -$12.3K | ﹤0.01% | 616 |
|
|
2016
Q3 | $17K | Sell |
166
-143
| -46% | -$13.9K | ﹤0.01% | 398 |
|
|
2016
Q2 | $28K | Sell |
309
-53
| -15% | -$5.12K | 0.01% | 294 |
|
|
2016
Q1 | $34K | Buy |
362
+114
| +46% | +$10.2K | 0.01% | 320 |
|
|
2015
Q4 | $26K | Hold |
248
| – | – | 0.01% | 340 |
|
|
2015
Q3 | $27K | Buy |
248
+6
| +2% | +$708 | 0.01% | 339 |
|
|
2015
Q2 | $30K | Buy |
242
+7
| +3% | +$892 | 0.01% | 352 |
|
|
2015
Q1 | $31K | Sell |
235
-24
| -9% | -$3.16K | 0.01% | 334 |
|
|
2014
Q4 | $34K | Sell |
259
-5
| -2% | -$633 | 0.01% | 318 |
|
|
2014
Q3 | $33K | Buy |
+264
| New | +$32.4K | 0.01% | 327 |
|
|
2014
Q2 | – | Sell |
-292
| Closed | -$32K | – | 822 |
|
|
2014
Q1 | $32K | Sell |
292
-25
| -8% | -$2.74K | 0.01% | 386 |
|
|
2013
Q4 | $36K | Sell |
317
-10
| -3% | -$1.03K | 0.01% | 333 |
|
|
2013
Q3 | $30K | Sell |
327
-21
| -6% | -$1.85K | 0.01% | 408 |
|
|
2013
Q2 | $28K | Buy |
+348
| New | +$27K | 0.01% | 430 |
|
Other funds holding AMP
