Schubert & Co’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 |
-59
| Closed | -$18.1K | – | 110 |
|
|
2023
Q1 | $18.1K | Sell |
59
-6
| -9% | -$1.84K | 0.02% | 139 |
|
|
2022
Q4 | $20.2K | Buy |
65
+7
| +12% | +$2.18K | 0.02% | 113 |
|
|
2022
Q3 | $15K | Buy |
58
+23
| +66% | +$5.95K | 0.01% | 128 |
|
|
2022
Q2 | $8K | Buy |
35
+21
| +150% | +$4.8K | 0.01% | 202 |
|
|
2022
Q1 | $4K | Buy |
14
+2
| +17% | +$571 | ﹤0.01% | 190 |
|
|
2021
Q4 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 147 |
|