TrueWealth LLC’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $50K | Hold |
331
| – | – | 0.02% | 275 |
|
|
2020
Q1 | $34K | Sell |
331
-36
| -10% | -$3.7K | 0.02% | 291 |
|
|
2019
Q4 | $61K | Buy |
367
+1
| +0.3% | +$166 | 0.02% | 250 |
|
|
2019
Q3 | $54K | Hold |
366
| – | – | 0.02% | 254 |
|
|
2019
Q2 | $53K | Hold |
366
| – | – | 0.02% | 262 |
|
|
2019
Q1 | $47K | Hold |
366
| – | – | 0.02% | 266 |
|
|
2018
Q4 | $38K | Buy |
366
+1
| +0.3% | +$104 | 0.02% | 284 |
|
|
2018
Q3 | $54K | Hold |
365
| – | – | 0.02% | 261 |
|
|
2018
Q2 | $51K | Hold |
365
| – | – | 0.02% | 265 |
|
|
2018
Q1 | $54K | Sell |
365
-34
| -9% | -$5.03K | 0.03% | 254 |
|
|
2017
Q4 | $68K | Buy |
+399
| New | +$68K | 0.03% | 250 |
|