SWS
SYSTM Wealth Solutions’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $143K | Sell |
305
-14,397
| -98% | -$6.76M | 4.35% | 6 |
|
|
2024
Q2 | $6.28M | Sell |
14,702
-627
| -4% | -$268K | 1.4% | 17 |
|
|
2024
Q1 | $6.72M | Buy |
15,329
+1,646
| +12% | +$722K | 0.85% | 19 |
|
|
2023
Q4 | $5.2M | Buy |
13,683
+1,446
| +12% | +$549K | 0.72% | 30 |
|
|
2023
Q3 | $4.03M | Buy |
12,237
+488
| +4% | +$161K | 0.62% | 39 |
|
|
2023
Q2 | $3.9M | Sell |
11,749
-1,653
| -12% | -$549K | 0.53% | 44 |
|
|
2023
Q1 | $4.11M | Buy |
13,402
+10,642
| +386% | +$3.26M | 0.63% | 33 |
|
|
2022
Q4 | $859K | Buy |
+2,760
| New | +$859K | 0.11% | 238 |
|