Perennial 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
Q2 | – | Sell |
-679
| Closed | -$208K | – | 118 |
|
|
2023
Q1 | $208K | Buy |
+679
| New | +$208K | 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 | +$58K | 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% | -$9.75K | 0.01% | 132 |
|
|
2017
Q2 | $26K | Buy |
205
+65
| +46% | +$8.24K | 0.02% | 121 |
|
|
2017
Q1 | $18K | Hold |
140
| – | – | 0.01% | 127 |
|
|
2016
Q4 | $16K | Buy |
+140
| New | +$16K | 0.01% | 137 |
|