Wintrust Investments’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $44K | Buy |
82
+17
| +26% | +$9.12K | 0.04% | 271 |
|
|
2024
Q3 | $30K | Buy |
+65
| New | +$30K | 0.02% | 398 |
|
|
2022
Q2 | – | Sell |
-784
| Closed | -$235K | – | 373 |
|
|
2022
Q1 | $235K | Hold |
784
| – | – | 0.02% | 363 |
|
|
2021
Q4 | $236K | Hold |
784
| – | – | 0.02% | 378 |
|
|
2021
Q3 | $207K | Buy |
+784
| New | +$207K | 0.03% | 261 |
|
|
2018
Q1 | – | Sell |
-4,109
| Closed | -$696K | – | 258 |
|
|
2017
Q4 | $696K | Sell |
4,109
-80
| -2% | -$13.6K | 0.16% | 132 |
|
|
2017
Q3 | $622K | Sell |
4,189
-15
| -0.4% | -$2.23K | 0.16% | 134 |
|
|
2017
Q2 | $535K | Sell |
4,204
-31
| -0.7% | -$3.95K | 0.14% | 156 |
|
|
2017
Q1 | $549K | Buy |
+4,235
| New | +$549K | 0.16% | 151 |
|