SFSG
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Sound Financial Strategies Group’s Ameriprise Financial AMP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,501
Closed -$754K 69
2021
Q4
$754K Sell
2,501
-122
-5% -$36.8K 0.38% 31
2021
Q3
$693K Buy
2,623
+81
+3% +$21.4K 0.35% 29
2021
Q2
$633K Buy
+2,542
New +$633K 0.32% 35