Alpha Cubed Investments’s America Movil AMX Stock Holding History

Alpha Cubed Investments’s Portfolio AMX Stock Details AMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-29,044	Closed	-$494K	–	270
2024 Q2	$494K	Sell	29,044 -3,404	-10%	-$57.9K	0.02%	156
2024 Q1	$605K	Buy	32,448 +21,328	+192%	+$398K	0.03%	136
2023 Q4	$206K	Sell	11,120 -20,528	-65%	-$380K	0.01%	255
2023 Q3	$548K	Hold	31,648	–	–	0.04%	130
2023 Q2	$685K	Sell	31,648 -12,151	-28%	-$263K	0.05%	124
2023 Q1	$922K	Buy	43,799 +15,572	+55%	+$328K	0.07%	113
2022 Q4	$514K	Buy	28,227 +80	+0.3%	+$1.46K	0.04%	165
2022 Q3	$464K	Sell	28,147 -10,628	-27%	-$175K	0.04%	157
2022 Q2	$792K	Hold	38,775	–	–	0.06%	131
2022 Q1	$820K	Buy	38,775 +9,452	+32%	+$200K	0.05%	148
2021 Q4	$619K	Buy	29,323 +676	+2%	+$14.3K	0.04%	156
2021 Q3	$506K	Sell	28,647 -3,128	-10%	-$55.3K	0.04%	163
2021 Q2	$477K	Sell	31,775 -500	-2%	-$7.51K	0.03%	165
2021 Q1	$438K	Sell	32,275 -1,000	-3%	-$13.6K	0.03%	171
2020 Q4	$484K	Hold	33,275	–	–	0.04%	157
2020 Q3	$416K	Hold	33,275	–	–	0.04%	151
2020 Q2	$422K	Hold	33,275	–	–	0.05%	140
2020 Q1	$392K	Hold	33,275	–	–	0.05%	138
2019 Q4	$532K	Sell	33,275 -868	-3%	-$13.9K	0.05%	138
2019 Q3	$507K	Buy	34,143 +868	+3%	+$12.9K	0.06%	134
2019 Q2	$484K	Hold	33,275	–	–	0.06%	138
2019 Q1	$475K	Hold	33,275	–	–	0.06%	132
2018 Q4	$474K	Sell	33,275 -11,100	-25%	-$158K	0.07%	117
2018 Q3	$657K	Buy	44,375 +11,100	+33%	+$164K	0.08%	138
2018 Q2	$554K	Hold	33,275	–	–	0.07%	115
2018 Q1	$635K	Hold	33,275	–	–	0.08%	111
2017 Q4	$571K	Sell	33,275 -600	-2%	-$10.3K	0.07%	123
2017 Q3	$601K	Buy	33,875 +600	+2%	+$10.6K	0.09%	116
2017 Q2	$530K	Hold	33,275	–	–	0.09%	109
2017 Q1	$472K	Sell	33,275 -7,200	-18%	-$102K	0.1%	109
2016 Q4	$509K	Buy	40,475 +9,200	+29%	+$116K	0.12%	104
2016 Q3	$358K	Sell	31,275 -7,816	-20%	-$89.5K	0.1%	122
2016 Q2	$479K	Buy	39,091 +13,977	+56%	+$171K	0.17%	82
2016 Q1	$390K	Buy	+25,114	New	+$390K	0.12%	106