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WMS Partners’s Ameriprise Financial AMP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,397
Closed -$205K 216
2019
Q3
$205K Sell
1,397
-278
-17% -$40.8K 0.05% 210
2019
Q2
$243K Buy
+1,675
New +$243K 0.06% 189