Perennial 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
2023 Q2	–	Sell	-679	Closed	-$208K	–	118
2023 Q1	$208K	Buy	+679	New	+$222K	0.06%	102
2021 Q3	–	Sell	-300	Closed	-$75K	–	93
2021 Q2	$75K	Hold	300	–	–	0.02%	127
2021 Q1	$70K	Hold	300	–	–	0.02%	128
2020 Q4	$58K	Buy	+300	New	+$53.7K	0.02%	131
2019 Q1	–	Sell	-140	Closed	-$15K	–	87
2018 Q4	$15K	Hold	140	–	–	0.01%	146
2018 Q3	$21K	Hold	140	–	–	0.01%	140
2018 Q2	$20K	Hold	140	–	–	0.01%	142
2018 Q1	$21K	Hold	140	–	–	0.01%	133
2017 Q4	$24K	Hold	140	–	–	0.01%	136
2017 Q3	$21K	Sell	140 -65	-32%	-$9.08K	0.01%	132
2017 Q2	$26K	Buy	205 +65	+46%	+$8.25K	0.02%	121
2017 Q1	$18K	Hold	140	–	–	0.01%	127
2016 Q4	$16K	Buy	+140	New	+$14.8K	0.01%	137