Valley Wealth Managers’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10
| Closed | -$3.32K | – | 371 |
|
|
2023
Q2 | $3.32K | Hold |
10
| – | – | ﹤0.01% | 296 |
|
|
2023
Q1 | $3.07K | Hold |
10
| – | – | ﹤0.01% | 315 |
|
|
2022
Q4 | $3.11K | Hold |
10
| – | – | ﹤0.01% | 327 |
|
|
2022
Q3 | $3K | Sell |
10
-12
| -55% | -$3.6K | ﹤0.01% | 353 |
|
|
2022
Q2 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 354 |
|
|
2020
Q1 | – | Sell |
-1,516
| Closed | -$253K | – | 163 |
|
|
2019
Q4 | $253K | Sell |
1,516
-1,070
| -41% | -$179K | 0.03% | 171 |
|
|
2019
Q3 | $380K | Sell |
2,586
-220
| -8% | -$32.3K | 0.04% | 152 |
|
|
2019
Q2 | $407K | Sell |
2,806
-1,864
| -40% | -$270K | 0.04% | 153 |
|
|
2019
Q1 | $598K | Buy |
4,670
+2,506
| +116% | +$321K | 0.07% | 139 |
|
|
2018
Q4 | $226K | Buy |
+2,164
| New | +$226K | 0.03% | 157 |
|