BDO WEALTH ADVISORS, LLC – Ameriprise Financial, Inc. Transaction History
BDO WEALTH ADVISORS, LLC portfolio value:
$2.39M
portfolio value
BDO WEALTH ADVISORS, 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 | 0.00% | 0 shares | 0 | $251.95 | 10.06K | |
Q2 2022 | share | Decrease | -4.27% | -449 shares | -766K | $237.68 | 10.06K |
Q1 2022 | share | Increase | +2.10% | 216 shares | 51K | $300.36 | 10.51K |
Q4 2021 | share | Increase | +1.38% | 140 shares | 424K | $301.97 | 10.29K |
Q3 2021 | share | Increase | +3.05% | 301 shares | 229K | $263.15 | 10.15K |
Q2 2021 | share | Decrease | -2.69% | -273 shares | 99K | $246.91 | 9.85K |
Q1 2021 | share | Decrease | -4.25% | -450 shares | 299K | $229.63 | 10.13K |
Q4 2020 | share | Decrease | -6.02% | -678 shares | 321K | $191.05 | 10.58K |
Q3 2020 | share | Decrease | -5.55% | -662 shares | -54K | $150.59 | 11.25K |
Q2 2020 | share | Increase | +5.23% | 592 shares | 628K | $145.66 | 11.92K |
Q1 2020 | share | Increase | +50.15% | 3.78K shares | -96K | $98.65 | 11.32K |
Q4 2019 | share | Decrease | -6.97% | -565 shares | 64K | $159.49 | 7.54K |
Q3 2019 | share | Increase | +6.60% | 502 shares | 89K | $139.95 | 8.11K |
Q2 2019 | share | Increase | +23.09% | 1.42K shares | 312K | $137.12 | 7.60K |
Q1 2019 | share | Increase | +15.17% | 814 shares | 232K | $120.21 | 6.18K |
Q4 2018 | share | Increase | +1.25% | 66 shares | -223K | $97.26 | 5.36K |
Q3 2018 | share | Increase | +5.91% | 296 shares | 83K | $136.62 | 5.30K |
Q2 2018 | share | Decrease | -0.46% | -23 shares | -44K | $128.6 | 5.00K |
Q1 2018 | share | Increase | +17.07% | 733 shares | 16K | $135.11 | 5.02K |
Q4 2017 | share | Decrease | -2.05% | -90 shares | 77K | $153.97 | 4.29K |
Q3 2017 | share | Decrease | -4.36% | -200 shares | 67K | $134.23 | 4.38K |
Q2 2017 | share | Increase | 0.00% | 4.58K shares | 584K | $114.4 | 4.58K |