Optimum Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-208	Closed	-$52K	–	828
2021 Q2	$52K	Hold	208	–	–	0.02%	495
2021 Q1	$48K	Hold	208	–	–	0.01%	509
2020 Q4	$40K	Sell	208 -110	-35%	-$19.7K	0.01%	513
2020 Q3	$49K	Hold	318	–	–	0.02%	446
2020 Q2	$48K	Buy	318 +74	+30%	+$9.49K	0.02%	448
2020 Q1	$25K	Sell	244 -74	-23%	-$11K	0.01%	527
2019 Q4	$53K	Hold	318	–	–	0.02%	506
2019 Q3	$47K	Hold	318	–	–	0.01%	524
2019 Q2	$46K	Hold	318	–	–	0.01%	519
2019 Q1	$41K	Hold	318	–	–	0.01%	544
2018 Q4	$33K	Hold	318	–	–	0.01%	542
2018 Q3	$47K	Hold	318	–	–	0.01%	540
2018 Q2	$44K	Hold	318	–	–	0.01%	552
2018 Q1	$47K	Buy	+318	New	+$51.9K	0.01%	529
2015 Q1	$73K	Hold	558	–	–	0.02%	428
2014 Q4	$74K	Hold	558	–	–	0.02%	420
2014 Q3	$69K	Sell	558 -70	-11%	-$8.59K	0.02%	410
2014 Q2	$75K	Hold	628	–	–	0.02%	391
2014 Q1	$69K	Hold	628	–	–	0.03%	353
2013 Q4	$72K	Hold	628	–	–	0.03%	342
2013 Q3	$57K	Buy	+628	New	+$55.5K	0.02%	355