VCA
Verdence Capital Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,202
| Closed | -$374K | – | 539 |
|
|
2022
Q4 | $374K | Sell |
1,202
-3,425
| -74% | -$1.07M | 0.05% | 329 |
|
|
2022
Q3 | $1.17M | Sell |
4,627
-1,512
| -25% | -$381K | 0.16% | 148 |
|
|
2022
Q2 | $1.46M | Sell |
6,139
-544
| -8% | -$129K | 0.19% | 126 |
|
|
2022
Q1 | $2.01M | Buy |
6,683
+209
| +3% | +$62.8K | 0.23% | 110 |
|
|
2021
Q4 | $1.95M | Buy |
6,474
+563
| +10% | +$170K | 0.23% | 108 |
|
|
2021
Q3 | $1.56M | Buy |
5,911
+482
| +9% | +$127K | 0.21% | 118 |
|
|
2021
Q2 | $1.35M | Sell |
5,429
-584
| -10% | -$145K | 0.19% | 125 |
|
|
2021
Q1 | $1.4M | Sell |
6,013
-1,286
| -18% | -$299K | 0.24% | 110 |
|
|
2020
Q4 | $1.42M | Sell |
7,299
-543
| -7% | -$106K | 0.27% | 94 |
|
|
2020
Q3 | $1.21M | Buy |
7,842
+87
| +1% | +$13.4K | 0.28% | 98 |
|
|
2020
Q2 | $1.16M | Sell |
7,755
-459
| -6% | -$68.8K | 0.29% | 95 |
|
|
2020
Q1 | $842K | Buy |
+8,214
| New | +$842K | 0.25% | 106 |
|
|
2019
Q4 | – | Sell |
-4,625
| Closed | -$680K | – | 323 |
|
|
2019
Q3 | $680K | Sell |
4,625
-2,876
| -38% | -$423K | 0.19% | 138 |
|
|
2019
Q2 | $1.09M | Sell |
7,501
-1,581
| -17% | -$230K | 0.31% | 92 |
|
|
2019
Q1 | $1.16M | Buy |
9,082
+501
| +6% | +$64.2K | 0.32% | 86 |
|
|
2018
Q4 | $896K | Buy |
8,581
+1,041
| +14% | +$109K | 0.25% | 93 |
|
|
2018
Q3 | $1.11M | Buy |
7,540
+451
| +6% | +$66.6K | 0.28% | 88 |
|
|
2018
Q2 | $992K | Sell |
7,089
-117
| -2% | -$16.4K | 0.24% | 95 |
|
|
2018
Q1 | $1.07M | Buy |
7,206
+1,387
| +24% | +$205K | 0.26% | 91 |
|
|
2017
Q4 | $986K | Buy |
+5,819
| New | +$986K | 0.24% | 84 |
|