WESPAC Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,515
| Closed | -$457K | – | 101 |
|
|
2021
Q4 | $457K | Sell |
1,515
-299
| -16% | -$90.2K | 0.31% | 104 |
|
|
2021
Q3 | $479K | Buy |
1,814
+748
| +70% | +$198K | 0.3% | 104 |
|
|
2021
Q2 | $265K | Sell |
1,066
-635
| -37% | -$158K | 0.51% | 78 |
|
|
2021
Q1 | $395K | Sell |
1,701
-170
| -9% | -$39.5K | 0.3% | 98 |
|
|
2020
Q4 | $364K | Buy |
+1,871
| New | +$364K | 0.28% | 93 |
|