Appropriate Balance Financial Services’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.5K | Buy |
28,840
+1,320
| +5% | +$69 | 0.07% | 27 |
|
|
2017
Q2 | $1.42K | Buy |
+27,520
| New | +$1.42K | 0.07% | 26 |
|
|
2017
Q1 | – | Sell |
-31,500
| Closed | -$1.18M | – | 31 |
|
|
2016
Q4 | $1.18M | Sell |
31,500
-3,240
| -9% | -$121K | 0.72% | 16 |
|
|
2016
Q3 | $1.45M | Sell |
34,740
-1,280
| -4% | -$53.6K | 0.93% | 14 |
|
|
2016
Q2 | $1.29M | Sell |
36,020
-620
| -2% | -$22.2K | 0.85% | 13 |
|
|
2016
Q1 | $1.09M | Buy |
36,640
+13,580
| +59% | +$403K | 0.76% | 11 |
|
|
2015
Q4 | $779K | Buy |
+23,060
| New | +$779K | 0.54% | 12 |
|