TA
Tiedemann Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,102
| Closed | -$272K | – | 296 |
|
|
2021
Q2 | $272K | Sell |
1,102
-69
| -6% | -$17K | 0.01% | 296 |
|
|
2021
Q1 | $272K | Sell |
1,171
-170
| -13% | -$39.5K | 0.01% | 273 |
|
|
2020
Q4 | $261K | Buy |
1,341
+6
| +0.4% | +$1.17K | 0.01% | 273 |
|
|
2020
Q3 | $207K | Hold |
1,335
| – | – | 0.01% | 298 |
|
|
2020
Q2 | $203K | Buy |
+1,335
| New | +$203K | 0.01% | 280 |
|
|
2018
Q3 | – | Sell |
-1,550
| Closed | -$217K | – | 309 |
|
|
2018
Q2 | $217K | Buy |
+1,550
| New | +$217K | 0.01% | 282 |
|
|
2017
Q3 | – | Sell |
-3,110
| Closed | -$396K | – | 352 |
|
|
2017
Q2 | $396K | Buy |
3,110
+1,262
| +68% | +$161K | 0.03% | 348 |
|
|
2017
Q1 | $240K | Buy |
+1,848
| New | +$240K | 0.02% | 340 |
|