Wealthstreet Investment Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,173
| Closed | -$738K | – | 105 |
|
|
2021
Q1 | $738K | Buy |
3,173
+100
| +3% | +$23.3K | 0.07% | 205 |
|
|
2020
Q4 | $597K | Hold |
3,073
| – | – | 0.06% | 222 |
|
|
2020
Q3 | $474K | Hold |
3,073
| – | – | 0.05% | 226 |
|
|
2020
Q2 | $461K | Hold |
3,073
| – | – | 0.06% | 221 |
|
|
2020
Q1 | $315K | Buy |
3,073
+900
| +41% | +$92.3K | 0.05% | 238 |
|
|
2019
Q4 | $362K | Hold |
2,173
| – | – | 0.04% | 266 |
|
|
2019
Q3 | $334K | Hold |
2,173
| – | – | 0.04% | 264 |
|
|
2019
Q2 | $315K | Sell |
2,173
-720
| -25% | -$104K | 0.04% | 274 |
|
|
2019
Q1 | $371K | Hold |
2,893
| – | – | 0.05% | 259 |
|
|
2018
Q4 | $352K | Hold |
2,893
| – | – | 0.05% | 255 |
|
|
2018
Q3 | $427K | Hold |
2,893
| – | – | 0.05% | 254 |
|
|
2018
Q2 | $405K | Hold |
2,893
| – | – | 0.05% | 259 |
|
|
2018
Q1 | $428K | Buy |
2,893
+1,198
| +71% | +$177K | 0.05% | 251 |
|
|
2017
Q4 | $287K | Buy |
+1,695
| New | +$287K | 0.03% | 286 |
|