JPLA
Joseph P. Lucia & Associates’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-66
| Closed | -$16K | – | 116 |
|
|
2022
Q2 | $16K | Hold |
66
| – | – | 0.01% | 267 |
|
|
2022
Q1 | $20K | Buy |
+66
| New | +$20K | 0.01% | 263 |
|
|
2021
Q4 | – | Sell |
-66
| Closed | -$17K | – | 141 |
|
|
2021
Q3 | $17K | Sell |
66
-9
| -12% | -$2.32K | 0.01% | 324 |
|
|
2021
Q2 | $19K | Hold |
75
| – | – | 0.01% | 320 |
|
|
2021
Q1 | $17K | Hold |
75
| – | – | 0.01% | 306 |
|
|
2020
Q4 | $15K | Buy |
+75
| New | +$15K | 0.01% | 294 |
|
|
2020
Q3 | – | Sell |
-75
| Closed | -$11K | – | 103 |
|
|
2020
Q2 | $11K | Hold |
75
| – | – | 0.01% | 302 |
|
|
2020
Q1 | $8K | Hold |
75
| – | – | 0.01% | 298 |
|
|
2019
Q4 | $12K | Hold |
75
| – | – | 0.01% | 295 |
|
|
2019
Q3 | $11K | Hold |
75
| – | – | 0.01% | 301 |
|
|
2019
Q2 | $11K | Sell |
75
-10,314
| -99% | -$1.51M | 0.01% | 290 |
|
|
2019
Q1 | $75 | Buy |
+10,389
| New | +$75 | 0.01% | 278 |
|