Mitsubishi UFJ Morgan Stanley Securities’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 | – | Sell |
-110
| Closed | -$34K | – | 25 |
|
2022
Q4 | $34K | Sell |
110
-110
| -50% | -$34K | 0.3% | 45 |
|
2022
Q3 | $55K | Hold |
220
| – | – | 0.74% | 19 |
|
2022
Q2 | $52K | Hold |
220
| – | – | 0.07% | 24 |
|
2022
Q1 | $66K | Hold |
220
| – | – | 0.06% | 16 |
|
2021
Q4 | $66K | Buy |
+220
| New | +$66K | 0.03% | 80 |
|
2014
Q3 | – | Sell |
-100
| Closed | -$12K | – | 264 |
|
2014
Q2 | $12K | Buy |
100
+40
| +67% | +$4.8K | 0.04% | 162 |
|
2014
Q1 | $7K | Sell |
60
-60
| -50% | -$7K | 0.02% | 223 |
|
2013
Q4 | $14K | Sell |
120
-340
| -74% | -$39.7K | 0.02% | 179 |
|
2013
Q3 | $42K | Hold |
460
| – | – | 0.07% | 79 |
|
2013
Q2 | $37K | Buy |
+460
| New | +$37K | 0.12% | 102 |
|