Simplicity Solutions’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.02M | Sell |
2,681
-39
| -1% | -$14.8K | 0.03% | 437 |
|
|
2023
Q3 | $897K | Sell |
2,720
-317
| -10% | -$105K | 0.03% | 441 |
|
|
2023
Q2 | $1.01M | Sell |
3,037
-951
| -24% | -$316K | 0.03% | 462 |
|
|
2023
Q1 | $1.22M | Buy |
3,988
+1,224
| +44% | +$375K | 0.03% | 428 |
|
|
2022
Q4 | $860K | Sell |
2,764
-1,181
| -30% | -$368K | 0.12% | 226 |
|
|
2022
Q3 | $994K | Buy |
3,945
+2,460
| +166% | +$620K | 0.14% | 174 |
|
|
2022
Q2 | $353K | Sell |
1,485
-831
| -36% | -$198K | 0.05% | 392 |
|
|
2022
Q1 | $696K | Sell |
2,316
-136
| -6% | -$40.9K | 0.09% | 242 |
|
|
2021
Q4 | $740K | Buy |
2,452
+1,380
| +129% | +$416K | 0.08% | 283 |
|
|
2021
Q3 | $283K | Buy |
1,072
+158
| +17% | +$41.7K | 0.04% | 460 |
|
|
2021
Q2 | $228K | Buy |
+914
| New | +$228K | 0.05% | 468 |
|
|
2020
Q1 | – | Sell |
-2,883
| Closed | -$480K | – | 726 |
|
|
2019
Q4 | $480K | Buy |
2,883
+1,173
| +69% | +$195K | 0.01% | 550 |
|
|
2019
Q3 | $252K | Sell |
1,710
-65
| -4% | -$9.58K | 0.01% | 610 |
|
|
2019
Q2 | $258K | Buy |
+1,775
| New | +$258K | 0.01% | 545 |
|
|
2018
Q4 | – | Sell |
-1,817
| Closed | -$268K | – | 619 |
|
|
2018
Q3 | $268K | Sell |
1,817
-327
| -15% | -$48.2K | 0.02% | 421 |
|
|
2018
Q2 | $300K | Buy |
+2,144
| New | +$300K | 0.02% | 360 |
|