Tarbox Family Office’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-41
| Closed | -$12K | – | 161 |
|
|
2022
Q1 | $12K | Sell |
41
-100
| -71% | -$29.3K | ﹤0.01% | 354 |
|
|
2021
Q4 | $43K | Hold |
141
| – | – | 0.01% | 243 |
|
|
2021
Q3 | $37K | Hold |
141
| – | – | 0.01% | 277 |
|
|
2021
Q2 | $35K | Hold |
141
| – | – | 0.01% | 290 |
|
|
2021
Q1 | $33K | Hold |
141
| – | – | 0.01% | 245 |
|
|
2020
Q4 | $27K | Hold |
141
| – | – | 0.01% | 258 |
|
|
2020
Q3 | $22K | Hold |
141
| – | – | 0.01% | 267 |
|
|
2020
Q2 | $21K | Buy |
141
+50
| +55% | +$7.45K | 0.01% | 266 |
|
|
2020
Q1 | $9K | Buy |
91
+66
| +264% | +$6.53K | ﹤0.01% | 336 |
|
|
2019
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 529 |
|
|
2019
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 482 |
|
|
2019
Q2 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 480 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | -$1K | – | 612 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 560 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 546 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 556 |
|
|
2017
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 475 |
|
|
2017
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 534 |
|
|
2014
Q4 | – | Sell |
-46
| Closed | -$6K | – | 544 |
|
|
2014
Q3 | $6K | Hold |
46
| – | – | 0.01% | 296 |
|
|
2014
Q2 | $5K | Hold |
46
| – | – | ﹤0.01% | 299 |
|
|
2014
Q1 | $5K | Hold |
46
| – | – | ﹤0.01% | 320 |
|
|
2013
Q4 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 361 |
|