Veritable’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 |
-3,954
| Closed | -$1.31M | – | 42 |
|
|
2023
Q2 | $1.31M | Sell |
3,954
-838
| -17% | -$258K | 0.02% | 313 |
|
|
2023
Q1 | $1.47M | Buy |
4,792
+102
| +2% | +$33.4K | 0.03% | 288 |
|
|
2022
Q4 | $1.46M | Buy |
4,690
+242
| +5% | +$73.8K | 0.03% | 282 |
|
|
2022
Q3 | $1.12M | Buy |
4,448
+131
| +3% | +$34.5K | 0.02% | 316 |
|
|
2022
Q2 | $1.03M | Sell |
4,317
-99
| -2% | -$26.5K | 0.02% | 369 |
|
|
2022
Q1 | $1.33M | Buy |
4,416
+46
| +1% | +$13.9K | 0.02% | 334 |
|
|
2021
Q4 | $1.32M | Buy |
4,370
+41
| +0.9% | +$12.1K | 0.02% | 342 |
|
|
2021
Q3 | $1.14M | Sell |
4,329
-20
| -0.5% | -$5.23K | 0.02% | 350 |
|
|
2021
Q2 | $1.08M | Buy |
4,349
+42
| +1% | +$10.6K | 0.02% | 363 |
|
|
2021
Q1 | $1M | Sell |
4,307
-22
| -0.5% | -$4.76K | 0.02% | 357 |
|
|
2020
Q4 | $841K | Sell |
4,329
-396
| -8% | -$70.9K | 0.02% | 381 |
|
|
2020
Q3 | $728K | Sell |
4,725
-11
| -0.2% | -$1.69K | 0.01% | 393 |
|
|
2020
Q2 | $711K | Sell |
4,736
-313
| -6% | -$40.1K | 0.02% | 383 |
|
|
2020
Q1 | $517K | Buy |
5,049
+174
| +4% | +$25.8K | 0.01% | 444 |
|
|
2019
Q4 | $812K | Sell |
4,875
-11
| -0.2% | -$1.71K | 0.02% | 407 |
|
|
2019
Q3 | $719K | Buy |
4,886
+150
| +3% | +$21K | 0.01% | 419 |
|
|
2019
Q2 | $687K | Buy |
4,736
+27
| +0.6% | +$3.9K | 0.01% | 425 |
|
|
2019
Q1 | $603K | Sell |
4,709
-42
| -0.9% | -$5.21K | 0.01% | 453 |
|
|
2018
Q4 | $496K | Sell |
4,751
-642
| -12% | -$80.6K | 0.01% | 465 |
|
|
2018
Q3 | $796K | Buy |
5,393
+24
| +0.4% | +$3.43K | 0.02% | 393 |
|
|
2018
Q2 | $751K | Buy |
5,369
+532
| +11% | +$75.4K | 0.02% | 406 |
|
|
2018
Q1 | $716K | Sell |
4,837
-6
| -0.1% | -$979 | 0.02% | 408 |
|
|
2017
Q4 | $821K | Sell |
4,843
-1,272
| -21% | -$204K | 0.02% | 381 |
|
|
2017
Q3 | $908K | Sell |
6,115
-6
| -0.1% | -$838 | 0.02% | 366 |
|
|
2017
Q2 | $779K | Sell |
6,121
-135
| -2% | -$17.1K | 0.02% | 407 |
|
|
2017
Q1 | $811K | Sell |
6,256
-28
| -0.4% | -$3.46K | 0.02% | 373 |
|
|
2016
Q4 | $697K | Buy |
6,284
+342
| +6% | +$36.1K | 0.02% | 383 |
|
|
2016
Q3 | $593K | Buy |
5,942
+170
| +3% | +$16.5K | 0.01% | 426 |
|
|
2016
Q2 | $519K | Buy |
5,772
+332
| +6% | +$32.1K | 0.01% | 446 |
|
|
2016
Q1 | $511K | Sell |
5,440
-38
| -0.7% | -$3.41K | 0.01% | 433 |
|
|
2015
Q4 | $583K | Sell |
5,478
-53
| -1% | -$5.92K | 0.02% | 426 |
|
|
2015
Q3 | $604K | Buy |
5,531
+46
| +0.8% | +$5.43K | 0.02% | 404 |
|
|
2015
Q2 | $685K | Sell |
5,485
-1,531
| -22% | -$195K | 0.02% | 387 |
|
|
2015
Q1 | $918K | Buy |
7,016
+1,132
| +19% | +$149K | 0.02% | 429 |
|
|
2014
Q4 | $778K | Buy |
5,884
+3
| +0.1% | +$380 | 0.02% | 471 |
|
|
2014
Q3 | $726K | Buy |
5,881
+54
| +0.9% | +$6.63K | 0.02% | 495 |
|
|
2014
Q2 | $699K | Sell |
5,827
-87
| -1% | -$9.73K | 0.01% | 508 |
|
|
2014
Q1 | $651K | Sell |
5,914
-41
| -0.7% | -$4.49K | 0.01% | 504 |
|
|
2013
Q4 | $685K | Sell |
5,955
-300
| -5% | -$31K | 0.02% | 482 |
|
|
2013
Q3 | $570K | Sell |
6,255
-148
| -2% | -$13.1K | 0.01% | 532 |
|
|
2013
Q2 | $518K | Buy |
+6,403
| New | +$498K | 0.01% | 561 |
|
Other funds holding AMP
