LeJeune Puetz Investment Counsel’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $262K | Buy |
855
+5
| +0.6% | +$1.53K | 0.09% | 144 |
|
|
2022
Q4 | $265K | Hold |
850
| – | – | 0.1% | 141 |
|
|
2022
Q3 | $214K | Hold |
850
| – | – | 0.09% | 144 |
|
|
2022
Q2 | $202K | Hold |
850
| – | – | 0.08% | 149 |
|
|
2022
Q1 | $255K | Hold |
850
| – | – | 0.09% | 144 |
|
|
2021
Q4 | $256K | Hold |
850
| – | – | 0.09% | 143 |
|
|
2021
Q3 | $225K | Hold |
850
| – | – | 0.08% | 147 |
|
|
2021
Q2 | $212K | Hold |
850
| – | – | 0.08% | 153 |
|
|
2021
Q1 | $198K | Hold |
850
| – | – | 0.08% | 153 |
|
|
2020
Q4 | $165K | Hold |
850
| – | – | 0.07% | 160 |
|
|
2020
Q3 | $131K | Hold |
850
| – | – | 0.06% | 158 |
|
|
2020
Q2 | $128K | Buy |
+850
| New | +$128K | 0.07% | 155 |
|
|
2020
Q1 | – | Sell |
-850
| Closed | -$142K | – | 169 |
|
|
2019
Q4 | $142K | Hold |
850
| – | – | 0.07% | 159 |
|
|
2019
Q3 | $125K | Hold |
850
| – | – | 0.06% | 164 |
|
|
2019
Q2 | $123K | Hold |
850
| – | – | 0.06% | 161 |
|
|
2019
Q1 | $109K | Buy |
+850
| New | +$109K | 0.06% | 168 |
|
|
2018
Q4 | – | Sell |
-850
| Closed | -$126K | – | 168 |
|
|
2018
Q3 | $126K | Hold |
850
| – | – | 0.07% | 151 |
|
|
2018
Q2 | $119K | Buy |
+850
| New | +$119K | 0.07% | 152 |
|