IMA WEALTH, INC. – Ameriprise Financial, Inc. Transaction History
IMA WEALTH, INC. portfolio value:
$2.59M
portfolio value
IMA WEALTH, INC. quarter portfolio value change:
+6.00%
quarter
Ameriprise Financial, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.15% | -226 shares | 94K | $251.95 | 10.29K |
| Q2 2022 | share | Decrease | -0.60% | -64 shares | -679K | $237.68 | 10.52K |
| Q1 2022 | share | Decrease | -13.16% | -1.60K shares | -498K | $300.36 | 10.58K |
| Q4 2021 | share | Decrease | -1.32% | -163 shares | 415K | $301.97 | 12.18K |
| Q3 2021 | share | Increase | +11.64% | 1.28K shares | 509K | $263.15 | 12.35K |
| Q2 2021 | share | Decrease | -6.12% | -721 shares | 14K | $246.91 | 11.06K |
| Q1 2021 | share | Increase | +1401.15% | 10.99K shares | 2.58M | $229.63 | 11.78K |
| Q4 2020 | share | 0.00% | 0 shares | 32K | $191.05 | 785 | |
| Q3 2020 | share | 0.00% | 0 shares | 3K | $150.59 | 785 | |
| Q2 2020 | share | 0.00% | 0 shares | 38K | $145.66 | 785 | |
| Q1 2020 | share | 0.00% | 0 shares | -51K | $98.65 | 785 | |
| Q4 2019 | share | 0.00% | 0 shares | 16K | $159.49 | 785 | |
| Q3 2019 | share | 0.00% | 0 shares | 1K | $139.95 | 785 | |
| Q2 2019 | share | 0.00% | 0 shares | 13K | $137.12 | 785 | |
| Q1 2019 | share | 0.00% | 0 shares | 19K | $120.21 | 785 | |
| Q4 2018 | share | 0.00% | 0 shares | -34K | $97.26 | 785 | |
| Q3 2018 | share | 0.00% | 0 shares | 6K | $136.62 | 785 | |
| Q2 2018 | share | Increase | 0.00% | 785 shares | 110K | $128.6 | 785 |