One Wealth Advisors’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 |
-85
| Closed | -$26.5K | – | 219 |
|
|
2022
Q4 | $26.5K | Buy |
+85
| New | +$26.5K | 0.01% | 489 |
|
|
2022
Q1 | – | Sell |
-1,397
| Closed | -$421K | – | 200 |
|
|
2021
Q4 | $421K | Sell |
1,397
-879
| -39% | -$265K | 0.11% | 99 |
|
|
2021
Q3 | $601K | Sell |
2,276
-1,474
| -39% | -$389K | 0.18% | 72 |
|
|
2021
Q2 | $933K | Sell |
3,750
-207
| -5% | -$51.5K | 0.3% | 45 |
|
|
2021
Q1 | $920K | Buy |
3,957
+158
| +4% | +$36.7K | 0.35% | 34 |
|
|
2020
Q4 | $738K | Sell |
3,799
-144
| -4% | -$28K | 0.4% | 21 |
|
|
2020
Q3 | $608K | Sell |
3,943
-611
| -13% | -$94.2K | 0.42% | 18 |
|
|
2020
Q2 | $683K | Sell |
4,554
-519
| -10% | -$77.8K | 0.54% | 12 |
|
|
2020
Q1 | $520K | Sell |
5,073
-2,087
| -29% | -$214K | 0.52% | 21 |
|
|
2019
Q4 | $1.19M | Sell |
7,160
-320
| -4% | -$53.3K | 0.88% | 11 |
|
|
2019
Q3 | $1.1M | Sell |
7,480
-1,191
| -14% | -$175K | 0.96% | 8 |
|
|
2019
Q2 | $1.26M | Sell |
8,671
-246
| -3% | -$35.7K | 1.04% | 8 |
|
|
2019
Q1 | $1.14M | Buy |
8,917
+5,004
| +128% | +$641K | 0.93% | 8 |
|
|
2018
Q4 | $408K | Sell |
3,913
-4,011
| -51% | -$418K | 0.41% | 35 |
|
|
2018
Q3 | $1.17M | Buy |
7,924
+549
| +7% | +$81.1K | 0.9% | 10 |
|
|
2018
Q2 | $1.03M | Buy |
7,375
+1,420
| +24% | +$199K | 0.82% | 11 |
|
|
2018
Q1 | $881K | Buy |
5,955
+2,539
| +74% | +$376K | 0.78% | 9 |
|
|
2017
Q4 | $579K | Buy |
+3,416
| New | +$579K | 0.47% | 25 |
|