TrinityPoint Wealth’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.07M | Sell |
2,015
-8
| -0.4% | -$4.26K | 0.15% | 150 |
|
|
2024
Q3 | $950K | Buy |
2,023
+129
| +7% | +$60.6K | 0.14% | 157 |
|
|
2024
Q2 | $809K | Buy |
1,894
+12
| +0.6% | +$5.13K | 0.13% | 161 |
|
|
2024
Q1 | $825K | Buy |
1,882
+185
| +11% | +$81.1K | 0.14% | 155 |
|
|
2023
Q4 | $645K | Buy |
1,697
+227
| +15% | +$86.2K | 0.12% | 166 |
|
|
2023
Q3 | $485K | Buy |
1,470
+356
| +32% | +$117K | 0.1% | 179 |
|
|
2023
Q2 | $370K | Buy |
+1,114
| New | +$370K | 0.07% | 206 |
|