SOA WEALTH ADVISORS, LLC. – Ameriprise Financial, Inc. Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$2.45M
portfolio value
SOA 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 | Increase | +0.21% | 20 shares | 143K | $251.95 | 9.74K |
| Q2 2022 | share | Increase | +19.29% | 1.57K shares | -137K | $237.68 | 9.72K |
| Q1 2022 | share | Decrease | -1.88% | -156 shares | -60K | $300.36 | 8.15K |
| Q4 2021 | share | Decrease | -3.05% | -261 shares | 245K | $301.97 | 8.30K |
| Q3 2021 | share | Increase | +6.49% | 522 shares | 261K | $263.15 | 8.56K |
| Q2 2021 | share | Increase | +23.77% | 1.54K shares | 491K | $246.91 | 8.04K |
| Q1 2021 | share | Increase | +0.11% | 7 shares | 115K | $229.63 | 6.50K |
| Q4 2020 | share | Increase | 0.00% | 6.49K shares | 1.39M | $191.05 | 6.49K |