BIM
Beach Investment Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.32M | Sell |
679
-27
| -4% | -$52.6K | 4.6% | 7 |
|
|
2019
Q4 | $1.31M | Sell |
706
-60
| -8% | -$111K | 2.55% | 14 |
|
|
2019
Q3 | $1.33M | Sell |
766
-483
| -39% | -$839K | 2.98% | 10 |
|
|
2019
Q2 | $2.37M | Buy |
1,249
+9
| +0.7% | +$17K | 3.86% | 9 |
|
|
2019
Q1 | $2.21M | Buy |
1,240
+780
| +170% | +$1.39M | 3.97% | 9 |
|
|
2018
Q4 | $691K | Sell |
460
-1,010
| -69% | -$1.52M | 1.54% | 24 |
|
|
2018
Q3 | $2.94M | Hold |
1,470
| – | – | 4.59% | 5 |
|
|
2018
Q2 | $2.5M | Sell |
1,470
-100
| -6% | -$170K | 4.13% | 7 |
|
|
2018
Q1 | $2.27M | Buy |
1,570
+300
| +24% | +$434K | 3.68% | 9 |
|
|
2017
Q4 | $1.49M | Hold |
1,270
| – | – | 2.27% | 17 |
|
|
2017
Q3 | $1.22M | Sell |
1,270
-740
| -37% | -$711K | 2.12% | 19 |
|
|
2017
Q2 | $1.95M | Hold |
2,010
| – | – | 2.93% | 11 |
|
|
2017
Q1 | $1.78M | Hold |
2,010
| – | – | 2.8% | 13 |
|
|
2016
Q4 | $1.51M | Sell |
2,010
-670
| -25% | -$502K | 2.58% | 15 |
|
|
2016
Q3 | $2.24M | Buy |
2,680
+450
| +20% | +$377K | 4.24% | 8 |
|
|
2016
Q2 | $1.6M | Buy |
2,230
+900
| +68% | +$644K | 3.21% | 13 |
|
|
2016
Q1 | $790K | Buy |
+1,330
| New | +$790K | 1.44% | 30 |
|
|
2014
Q2 | – | Sell |
-1,260
| Closed | -$424K | – | 55 |
|
|
2014
Q1 | $424K | Buy |
+1,260
| New | +$424K | 0.56% | 45 |
|