Sun Life Financial’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-69	Closed	-$16K	–	108
2021 Q1	$16K	Sell	69 -1	-1%	-$216	﹤0.01%	307
2020 Q4	$14K	Sell	70 -1	-1%	-$179	﹤0.01%	307
2020 Q3	$11K	Sell	71 -4	-5%	-$616	﹤0.01%	323
2020 Q2	$11K	Buy	75 +2	+3%	+$256	﹤0.01%	282
2020 Q1	$7K	Sell	73 -4	-5%	-$593	﹤0.01%	307
2019 Q4	$13K	Sell	77 -32	-29%	-$4.96K	﹤0.01%	266
2019 Q3	$16K	Hold	109	–	–	﹤0.01%	424
2019 Q2	$16K	Sell	109 -122	-53%	-$17.6K	﹤0.01%	419
2019 Q1	$30K	Sell	231 -161	-41%	-$20K	0.01%	421
2018 Q4	$41K	Sell	392 -1	-0.3%	-$126	0.01%	422
2018 Q3	$58K	Hold	393	–	–	0.01%	405
2018 Q2	$55K	Buy	393 +294	+297%	+$41.7K	0.01%	411
2018 Q1	$668	Sell	99 -226	-70%	-$36.9K	0.01%	385
2017 Q4	$55K	Sell	325 -777	-71%	-$125K	0.01%	256
2017 Q3	$164K	Sell	1,102 -20	-2%	-$2.79K	0.02%	261
2017 Q2	$143K	Buy	1,122 +1,111	+10,100%	+$141K	0.02%	274
2017 Q1	$84	Buy	11 +1	+10%	+$124	﹤0.01%	426
2016 Q4	$86	Buy	+10	New	+$1.06K	﹤0.01%	377