BTR Capital Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$820K Buy
7,260
+1,200
+20% +$136K 0.13% 88
2022
Q2
$644K Sell
6,060
-480
-7% -$51K 0.09% 100
2022
Q1
$1.07M Sell
6,540
-120
-2% -$19.6K 0.13% 87
2021
Q4
$1.11M Buy
6,660
+900
+16% +$150K 0.13% 87
2021
Q3
$946K Hold
5,760
0.12% 86
2021
Q2
$991K Buy
5,760
+2,580
+81% +$444K 0.12% 87
2021
Q1
$492K Buy
3,180
+680
+27% +$105K 0.07% 113
2020
Q4
$407K Buy
2,500
+1,020
+69% +$166K 0.06% 120
2020
Q3
$233K Sell
1,480
-400
-21% -$63K 0.04% 140
2020
Q2
$259K Buy
+1,880
New +$259K 0.05% 132