Bridgewater Wealth & Financial Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-15,360
| Closed | -$743K | – | 34 |
|
|
2017
Q2 | $743K | Buy |
15,360
+2,160
| +16% | +$104K | 0.25% | 51 |
|
|
2017
Q1 | $585K | Buy |
13,200
+60
| +0.5% | +$2.66K | 0.21% | 55 |
|
|
2016
Q4 | $493K | Buy |
13,140
+1,000
| +8% | +$37.5K | 0.19% | 61 |
|
|
2016
Q3 | $508K | Buy |
12,140
+720
| +6% | +$30.1K | 0.19% | 61 |
|
|
2016
Q2 | $409K | Sell |
11,420
-1,940
| -15% | -$69.5K | 0.15% | 67 |
|
|
2016
Q1 | $397K | Buy |
+13,360
| New | +$397K | 0.14% | 67 |
|