TRANSFORM WEALTH, LLC – Ameriprise Financial, Inc. Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$292,000
portfolio value
TRANSFORM WEALTH, LLC 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 | -5.69% | -70 shares | 0 | $251.95 | 1.16K |
| Q2 2022 | share | Decrease | -2.61% | -33 shares | -87K | $237.68 | 1.23K |
| Q1 2022 | share | Decrease | -14.26% | -210 shares | -65K | $300.36 | 1.26K |
| Q4 2021 | share | Decrease | -14.16% | -243 shares | -9K | $301.97 | 1.47K |
| Q3 2021 | share | Decrease | -8.67% | -163 shares | -15K | $263.15 | 1.71K |
| Q2 2021 | share | 0.00% | 0 shares | 31K | $246.91 | 1.87K | |
| Q1 2021 | share | Increase | +3.02% | 55 shares | 83K | $229.63 | 1.87K |
| Q4 2020 | share | Increase | +0.11% | 2 shares | 73K | $191.05 | 1.82K |
| Q3 2020 | share | Decrease | -0.65% | -12 shares | 6K | $150.59 | 1.82K |
| Q2 2020 | share | Increase | 0.00% | 1.83K shares | 275K | $145.66 | 1.83K |