TW
Transform Wealth’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-787
| Closed | -$259K | – | 241 |
|
|
2023
Q3 | $259K | Sell |
787
-243
| -24% | -$80.1K | 0.03% | 215 |
|
|
2023
Q2 | $342K | Sell |
1,030
-15
| -1% | -$4.98K | 0.03% | 204 |
|
|
2023
Q1 | $320K | Sell |
1,045
-74
| -7% | -$22.7K | 0.03% | 207 |
|
|
2022
Q4 | $349K | Sell |
1,119
-41
| -4% | -$12.8K | 0.04% | 174 |
|
|
2022
Q3 | $292K | Sell |
1,160
-70
| -6% | -$17.6K | 0.04% | 154 |
|
|
2022
Q2 | $292K | Sell |
1,230
-33
| -3% | -$7.83K | 0.04% | 165 |
|
|
2022
Q1 | $379K | Sell |
1,263
-210
| -14% | -$63K | 0.04% | 179 |
|
|
2021
Q4 | $444K | Sell |
1,473
-243
| -14% | -$73.2K | 0.05% | 163 |
|
|
2021
Q3 | $453K | Sell |
1,716
-163
| -9% | -$43K | 0.05% | 168 |
|
|
2021
Q2 | $468K | Hold |
1,879
| – | – | 0.06% | 175 |
|
|
2021
Q1 | $437K | Buy |
1,879
+55
| +3% | +$12.8K | 0.09% | 168 |
|
|
2020
Q4 | $354K | Buy |
1,824
+2
| +0.1% | +$388 | 0.07% | 172 |
|
|
2020
Q3 | $281K | Sell |
1,822
-12
| -0.7% | -$1.85K | 0.05% | 184 |
|
|
2020
Q2 | $275K | Buy |
+1,834
| New | +$275K | 0.05% | 190 |
|