KFA Private Wealth Group’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-864
| Closed | -$379K | – | 79 |
|
|
2024
Q1 | $379K | Sell |
864
-12
| -1% | -$5.26K | 0.12% | 73 |
|
|
2023
Q4 | $333K | Sell |
876
-15
| -2% | -$5.7K | 0.12% | 68 |
|
|
2023
Q3 | $294K | Buy |
891
+3
| +0.3% | +$990 | 0.12% | 67 |
|
|
2023
Q2 | $295K | Buy |
888
+2
| +0.2% | +$665 | 0.12% | 63 |
|
|
2023
Q1 | $272K | Buy |
+886
| New | +$272K | 0.12% | 66 |
|