MSAM
Moloney Securities Asset Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-830
| Closed | -$364K | – | 469 |
|
|
2024
Q1 | $364K | Hold |
830
| – | – | 0.05% | 312 |
|
|
2023
Q4 | $315K | Hold |
830
| – | – | 0.05% | 327 |
|
|
2023
Q3 | $273K | Hold |
830
| – | – | 0.05% | 328 |
|
|
2023
Q2 | $276K | Hold |
830
| – | – | 0.05% | 327 |
|
|
2023
Q1 | $254K | Hold |
830
| – | – | 0.05% | 345 |
|
|
2022
Q4 | $258K | Hold |
830
| – | – | 0.06% | 316 |
|
|
2022
Q3 | $209K | Buy |
+830
| New | +$209K | 0.05% | 328 |
|
|
2022
Q2 | – | Sell |
-830
| Closed | -$249K | – | 373 |
|
|
2022
Q1 | $249K | Hold |
830
| – | – | 0.05% | 346 |
|
|
2021
Q4 | $250K | Hold |
830
| – | – | 0.04% | 358 |
|
|
2021
Q3 | $219K | Hold |
830
| – | – | 0.04% | 380 |
|
|
2021
Q2 | $206K | Buy |
+830
| New | +$206K | 0.04% | 391 |
|