NORTHCAPE WEALTH MANAGEMENT, LLC – Ameriprise Financial, Inc. Transaction History
NORTHCAPE WEALTH MANAGEMENT, LLC portfolio value:
$450,000
portfolio value
NORTHCAPE WEALTH MANAGEMENT, 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 | 26K | $251.95 | 1.78K | |
| Q2 2022 | share | Decrease | -0.83% | -15 shares | -117K | $237.68 | 1.78K |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $300.36 | 1.8K | |
| Q4 2021 | share | Increase | 0.00% | 1.8K shares | 543K | $301.97 | 1.8K |