YorkBridge Wealth Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $202K | Buy |
+650
| New | +$202K | 0.05% | 249 |
|
|
2019
Q3 | – | Sell |
-950
| Closed | -$138K | – | 188 |
|
|
2019
Q2 | $138K | Sell |
950
-10
| -1% | -$1.45K | 0.06% | 236 |
|
|
2019
Q1 | $123K | Sell |
960
-1,027
| -52% | -$132K | 0.06% | 246 |
|
|
2018
Q4 | $207K | Hold |
1,987
| – | – | 0.11% | 147 |
|
|
2018
Q3 | $296K | Sell |
1,987
-170
| -8% | -$25.3K | 0.14% | 138 |
|
|
2018
Q2 | $302K | Hold |
2,157
| – | – | 0.13% | 143 |
|
|
2018
Q1 | $310K | Hold |
2,157
| – | – | 0.14% | 139 |
|
|
2017
Q4 | $346K | Hold |
2,157
| – | – | 0.17% | 128 |
|
|
2017
Q3 | $320K | Hold |
2,157
| – | – | 0.17% | 121 |
|
|
2017
Q2 | $281K | Hold |
2,157
| – | – | 0.15% | 134 |
|
|
2017
Q1 | $278K | Buy |
2,157
+100
| +5% | +$12.9K | 0.15% | 137 |
|
|
2016
Q4 | $235K | Buy |
+2,057
| New | +$235K | 0.14% | 140 |
|