Jamison Private Wealth Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-131
| Closed | -$61.4K | – | 211 |
|
|
2024
Q3 | $61.4K | Hold |
131
| – | – | 0.01% | 243 |
|
|
2024
Q2 | $55.8K | Hold |
131
| – | – | 0.01% | 241 |
|
|
2024
Q1 | $57.3K | Buy |
131
+75
| +134% | +$32.8K | 0.01% | 250 |
|
|
2023
Q4 | $21.1K | Hold |
56
| – | – | ﹤0.01% | 273 |
|
|
2023
Q3 | $18.4K | Buy |
+56
| New | +$18.4K | ﹤0.01% | 274 |
|