IWA
IBEX Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Buy |
+1,140
| New | +$608K | 0.06% | 140 |
|
|
2025
Q1 | – | Sell |
-1,565
| Closed | -$833K | – | 128 |
|
|
2024
Q4 | $833K | Sell |
1,565
-36,688
| -96% | -$19.5M | 0.1% | 124 |
|
|
2024
Q3 | $2.8M | Buy |
38,253
+36,733
| +2,417% | +$2.69M | 0.77% | 45 |
|
|
2024
Q2 | $649K | Buy |
1,520
+164
| +12% | +$70.1K | 0.1% | 85 |
|
|
2024
Q1 | $422K | Buy |
1,356
+1,355
| +135,500% | +$422K | 0.11% | 98 |
|
|
2023
Q4 | $525 | Sell |
1
-1,236
| -100% | -$649K | 0.11% | 78 |
|
|
2023
Q3 | $408K | Buy |
+1,237
| New | +$408K | 0.1% | 89 |
|
|
2023
Q1 | $380K | Sell |
1,241
-115
| -8% | -$35.2K | 0.1% | 93 |
|
|
2022
Q4 | $422K | Buy |
1,356
+65
| +5% | +$20.2K | 0.1% | 140 |
|
|
2022
Q3 | $325K | Sell |
1,291
-9
| -0.7% | -$2.27K | 0.08% | 120 |
|
|
2022
Q2 | $309K | Buy |
1,300
+55
| +4% | +$13.1K | 0.07% | 125 |
|
|
2022
Q1 | $374K | Buy |
1,245
+289
| +30% | +$86.8K | 0.07% | 129 |
|
|
2021
Q4 | $288K | Buy |
956
+51
| +6% | +$15.4K | 0.05% | 151 |
|
|
2021
Q3 | $239K | Buy |
+905
| New | +$239K | 0.05% | 159 |
|