YorkBridge Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$202K	Buy	+650	New	+$198K	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%	-$127K	0.06%	246
2018 Q4	$207K	Hold	1,987	–	–	0.11%	147
2018 Q3	$296K	Sell	1,987 -170	-8%	-$24.3K	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%	+$12.4K	0.15%	137
2016 Q4	$235K	Buy	+2,057	New	+$217K	0.14%	140