WR Wealth Planners’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 | $77.7K | Buy |
146
+28
| +24% | +$14.9K | 0.03% | 268 |
|
|
2024
Q3 | $55.4K | Buy |
118
+79
| +203% | +$37.1K | 0.02% | 330 |
|
|
2024
Q2 | $16.7K | Buy |
39
+19
| +95% | +$8.12K | 0.01% | 475 |
|
|
2024
Q1 | $8.77K | Buy |
+20
| New | +$8.77K | ﹤0.01% | 622 |
|
|
2023
Q4 | – | Sell |
-18
| Closed | -$5.93K | – | 214 |
|
|
2023
Q3 | $5.93K | Hold |
18
| – | – | ﹤0.01% | 651 |
|
|
2023
Q2 | $5.98K | Sell |
18
-102
| -85% | -$33.9K | ﹤0.01% | 652 |
|
|
2023
Q1 | $36.8K | Buy |
+120
| New | +$36.8K | 0.02% | 359 |
|