Summit Wealth & Retirement Planning’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,200	Closed	-$279K	–	80
2021 Q1	$279K	Hold	1,200	–	–	0.1%	82
2020 Q4	$233K	Buy	+1,200	New	+$233K	0.09%	106
2020 Q1	–	Sell	-1,200	Closed	-$200K	–	113
2019 Q4	$200K	Buy	+1,200	New	+$200K	0.09%	122