WAM
Wakefield Asset Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,257
| Closed | -$378K | – | 174 |
|
|
2022
Q1 | $378K | Buy |
1,257
+146
| +13% | +$43.9K | 0.14% | 145 |
|
|
2021
Q4 | $335K | Buy |
1,111
+53
| +5% | +$16K | 0.12% | 147 |
|
|
2021
Q3 | $279K | Sell |
1,058
-13
| -1% | -$3.43K | 0.11% | 141 |
|
|
2021
Q2 | $267K | Sell |
1,071
-233
| -18% | -$58.1K | 0.1% | 146 |
|
|
2021
Q1 | $303K | Sell |
1,304
-34
| -3% | -$7.9K | 0.12% | 138 |
|
|
2020
Q4 | $260K | Sell |
1,338
-171
| -11% | -$33.2K | 0.11% | 143 |
|
|
2020
Q3 | $233K | Buy |
1,509
+2
| +0.1% | +$309 | 0.11% | 145 |
|
|
2020
Q2 | $226K | Buy |
+1,507
| New | +$226K | 0.11% | 145 |
|