Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-338
| Closed | -$97K | – | 207 |
|
|
2021
Q3 | $97K | Buy |
338
+180
| +114% | +$51.7K | 0.03% | 296 |
|
|
2021
Q2 | $39K | Sell |
158
-2
| -1% | -$494 | 0.02% | 375 |
|
|
2021
Q1 | $32K | Hold |
160
| – | – | 0.02% | 366 |
|
|
2020
Q4 | $32K | Buy |
160
+95
| +146% | +$19K | 0.02% | 363 |
|
|
2020
Q3 | $10K | Buy |
65
+16
| +33% | +$2.46K | 0.01% | 509 |
|
|
2020
Q2 | $7K | Buy |
49
+19
| +63% | +$2.71K | ﹤0.01% | 537 |
|
|
2020
Q1 | $3K | Buy |
30
+10
| +50% | +$1K | ﹤0.01% | 657 |
|
|
2019
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 719 |
|
|
2019
Q3 | $3K | Sell |
20
-99
| -83% | -$14.9K | ﹤0.01% | 693 |
|
|
2019
Q2 | $17K | Buy |
+119
| New | +$17K | 0.01% | 433 |
|
|
2019
Q1 | – | Sell |
-28
| Closed | -$2K | – | 724 |
|
|
2018
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 666 |
|