TRUE Private Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-207
| Closed | -$40K | – | 253 |
|
|
2020
Q4 | $40K | Hold |
207
| – | – | 0.01% | 373 |
|
|
2020
Q3 | $31K | Hold |
207
| – | – | 0.01% | 380 |
|
|
2020
Q2 | $31K | Buy |
207
+75
| +57% | +$11.2K | 0.01% | 367 |
|
|
2020
Q1 | $13K | Sell |
132
-648
| -83% | -$63.8K | ﹤0.01% | 409 |
|
|
2019
Q4 | $129K | Buy |
+780
| New | +$129K | 0.02% | 262 |
|
|
2019
Q3 | – | Sell |
-124
| Closed | -$17K | – | 231 |
|
|
2019
Q2 | $17K | Buy |
+124
| New | +$17K | ﹤0.01% | 474 |
|
|
2018
Q4 | – | Sell |
-3,266
| Closed | -$482K | – | 260 |
|
|
2018
Q3 | $482K | Buy |
3,266
+19
| +0.6% | +$2.81K | 0.07% | 172 |
|
|
2018
Q2 | $454K | Buy |
3,247
+320
| +11% | +$44.7K | 0.07% | 173 |
|
|
2018
Q1 | $433K | Buy |
2,927
+178
| +6% | +$26.3K | 0.07% | 148 |
|
|
2017
Q4 | $465K | Buy |
+2,749
| New | +$465K | 0.08% | 139 |
|