BFA
BMS Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $860K | Sell |
6,598
-687
| -9% | -$89.6K | 0.56% | 33 |
|
|
2023
Q1 | $752K | Buy |
7,285
+1,401
| +24% | +$145K | 0.52% | 35 |
|
|
2022
Q4 | $494K | Sell |
5,884
-223
| -4% | -$18.7K | 0.33% | 59 |
|
|
2022
Q3 | $690K | Buy |
6,107
+3,114
| +104% | +$352K | 0.48% | 35 |
|
|
2022
Q2 | $318K | Buy |
2,993
+2,859
| +2,134% | +$304K | 0.21% | 79 |
|
|
2022
Q1 | $437K | Buy |
134
+16
| +14% | +$52.2K | 0.28% | 75 |
|
|
2021
Q4 | $393K | Buy |
+118
| New | +$393K | 0.25% | 76 |
|