Adirondack Retirement Specialists’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,110
Closed -$145K 31
2023
Q2
$145K Sell
1,110
-420
-27% -$54.8K 0.11% 28
2023
Q1
$159K Buy
1,530
+200
+15% +$20.8K 0.13% 26
2022
Q4
$112K Sell
1,330
-80
-6% -$6.72K 0.13% 22
2022
Q3
$159K Buy
+1,410
New +$159K 0.15% 24
2022
Q2
Sell
-1,360
Closed -$225K 17
2022
Q1
$225K Sell
1,360
-1,220
-47% -$202K 0.2% 17
2021
Q4
$430K Sell
2,580
-40
-2% -$6.67K 0.38% 15
2021
Q3
$430K Sell
2,620
-300
-10% -$49.2K 0.4% 17
2021
Q2
$499K Buy
2,920
+180
+7% +$30.8K 0.47% 14
2021
Q1
$419K Sell
2,740
-100
-4% -$15.3K 0.43% 15
2020
Q4
$462K Buy
+2,840
New +$462K 0.41% 18