Sherbrooke Park Advisers’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-970
| Closed | -$456K | – | 748 |
|
|
2024
Q3 | $456K | Sell |
970
-627
| -39% | -$295K | 0.1% | 346 |
|
|
2024
Q2 | $682K | Buy |
1,597
+167
| +12% | +$71.3K | 0.12% | 281 |
|
|
2024
Q1 | $627K | Buy |
+1,430
| New | +$627K | 0.12% | 291 |
|
|
2023
Q4 | – | Sell |
-1,398
| Closed | -$461K | – | 452 |
|
|
2023
Q3 | $461K | Sell |
1,398
-2
| -0.1% | -$659 | 0.15% | 256 |
|
|
2023
Q2 | $465K | Buy |
+1,400
| New | +$465K | 0.24% | 189 |
|
|
2023
Q1 | – | Sell |
-3,400
| Closed | -$1.06M | – | 183 |
|
|
2022
Q4 | $1.06M | Buy |
+3,400
| New | +$1.06M | 0.77% | 15 |
|