BWM
BerganKDV Wealth Management’s America Movil AMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-55
| Closed | -$1K | – | 1032 |
|
|
2021
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 876 |
|
|
2021
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 828 |
|
|
2020
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 824 |
|
|
2020
Q3 | $1K | Sell |
55
-372
| -87% | -$6.76K | ﹤0.01% | 754 |
|
|
2020
Q2 | $5K | Buy |
427
+372
| +676% | +$4.36K | ﹤0.01% | 618 |
|
|
2020
Q1 | $1K | Sell |
55
-205
| -79% | -$3.73K | ﹤0.01% | 782 |
|
|
2019
Q4 | $4K | Sell |
260
-560
| -68% | -$8.62K | ﹤0.01% | 642 |
|
|
2019
Q3 | $12K | Hold |
820
| – | – | ﹤0.01% | 483 |
|
|
2019
Q2 | $12K | Hold |
820
| – | – | ﹤0.01% | 490 |
|
|
2019
Q1 | $12K | Hold |
820
| – | – | ﹤0.01% | 499 |
|
|
2018
Q4 | $12K | Hold |
820
| – | – | ﹤0.01% | 449 |
|
|
2018
Q3 | $13K | Hold |
820
| – | – | ﹤0.01% | 455 |
|
|
2018
Q2 | $14K | Buy |
+820
| New | +$14K | ﹤0.01% | 453 |
|