WKSWA
White Knight Strategic Wealth Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-621
| Closed | -$272K | – | 78 |
|
|
2024
Q1 | $272K | Sell |
621
-11
| -2% | -$4.82K | 0.28% | 61 |
|
|
2023
Q4 | $240K | Sell |
632
-100
| -14% | -$38K | 0.28% | 65 |
|
|
2023
Q3 | $241K | Sell |
732
-382
| -34% | -$126K | 0.32% | 55 |
|
|
2023
Q2 | $370K | Hold |
1,114
| – | – | 0.43% | 44 |
|
|
2023
Q1 | $341K | Sell |
1,114
-190
| -15% | -$58.2K | 0.43% | 47 |
|
|
2022
Q4 | $406K | Buy |
1,304
+1
| +0.1% | +$311 | 0.56% | 46 |
|
|
2022
Q3 | $328K | Buy |
1,303
+150
| +13% | +$37.8K | 0.47% | 48 |
|
|
2022
Q2 | $274K | Buy |
+1,153
| New | +$274K | 0.38% | 52 |
|