Tilia Fiduciary Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-241
| Closed | -$80.1K | – | 111 |
|
|
2023
Q2 | $80.1K | Hold |
241
| – | – | 0.07% | 156 |
|
|
2023
Q1 | $73.9K | Hold |
241
| – | – | 0.07% | 170 |
|
|
2022
Q4 | $75K | Hold |
241
| – | – | 0.07% | 166 |
|
|
2022
Q3 | $64K | Hold |
241
| – | – | 0.06% | 172 |
|
|
2022
Q2 | $56K | Hold |
241
| – | – | 0.05% | 191 |
|
|
2022
Q1 | $72K | Hold |
241
| – | – | 0.06% | 184 |
|
|
2021
Q4 | $73K | Buy |
+241
| New | +$73K | 0.06% | 186 |
|