Valley Wealth Managers’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10	Closed	-$3.32K	–	371
2023 Q2	$3.32K	Hold	10	–	–	﹤0.01%	296
2023 Q1	$3.06K	Hold	10	–	–	﹤0.01%	315
2022 Q4	$3.11K	Hold	10	–	–	﹤0.01%	327
2022 Q3	$3K	Sell	10 -12	-55%	-$3.16K	﹤0.01%	353
2022 Q2	$5K	Buy	+22	New	+$5.89K	﹤0.01%	354
2020 Q1	–	Sell	-1,516	Closed	-$253K	–	163
2019 Q4	$253K	Sell	1,516 -1,070	-41%	-$166K	0.03%	171
2019 Q3	$380K	Sell	2,586 -220	-8%	-$30.8K	0.04%	152
2019 Q2	$407K	Sell	2,806 -1,864	-40%	-$269K	0.04%	153
2019 Q1	$598K	Buy	4,670 +2,506	+116%	+$311K	0.07%	139
2018 Q4	$226K	Buy	+2,164	New	+$272K	0.03%	157