Ascension Capital Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-937
| Closed | -$206K | – | 37 |
|
|
2024
Q4 | $206K | Buy |
+937
| New | +$206K | 0.09% | 35 |
|
|
2021
Q1 | – | Sell |
-1,760
| Closed | -$287K | – | 30 |
|
|
2020
Q4 | $287K | Sell |
1,760
-180
| -9% | -$29.4K | 0.2% | 26 |
|
|
2020
Q3 | $305K | Buy |
1,940
+20
| +1% | +$3.14K | 0.24% | 28 |
|
|
2020
Q2 | $265K | Buy |
+1,920
| New | +$265K | 0.23% | 30 |
|
|
2020
Q1 | – | Sell |
-2,560
| Closed | -$237K | – | 41 |
|
|
2019
Q4 | $237K | Buy |
+2,560
| New | +$237K | 0.16% | 41 |
|