TCPWM
Traverso Chambers Private Wealth Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $472K | Hold |
1,242
| – | – | 0.11% | 78 |
|
|
2023
Q3 | $409K | Hold |
1,242
| – | – | 0.11% | 75 |
|
|
2023
Q2 | $413K | Hold |
1,242
| – | – | 0.11% | 76 |
|
|
2023
Q1 | $381K | Hold |
1,242
| – | – | 0.1% | 78 |
|
|
2022
Q4 | $387K | Hold |
1,242
| – | – | 0.11% | 77 |
|
|
2022
Q3 | $313K | Hold |
1,242
| – | – | 0.1% | 84 |
|
|
2022
Q2 | $295K | Hold |
1,242
| – | – | 0.1% | 87 |
|
|
2022
Q1 | $373K | Hold |
1,242
| – | – | 0.11% | 80 |
|
|
2021
Q4 | $375K | Hold |
1,242
| – | – | 0.11% | 85 |
|
|
2021
Q3 | $328K | Hold |
1,242
| – | – | 0.1% | 91 |
|
|
2021
Q2 | $309K | Hold |
1,242
| – | – | 0.1% | 94 |
|
|
2021
Q1 | $289K | Hold |
1,242
| – | – | 0.1% | 92 |
|
|
2020
Q4 | $241K | Sell |
1,242
-69
| -5% | -$13.4K | 0.09% | 96 |
|
|
2020
Q3 | $202K | Buy |
+1,311
| New | +$202K | 0.08% | 99 |
|
|
2020
Q1 | – | Sell |
-1,311
| Closed | -$218K | – | 97 |
|
|
2019
Q4 | $218K | Buy |
+1,311
| New | +$218K | 0.09% | 100 |
|