Caliber Wealth Management (Utah)’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,560
| Closed | -$2.54M | – | 66 |
|
|
2022
Q1 | $2.54M | Buy |
15,560
+1,680
| +12% | +$274K | 1.62% | 24 |
|
|
2021
Q4 | $2.25M | Buy |
13,880
+2,660
| +24% | +$432K | 1.56% | 24 |
|
|
2021
Q3 | $1.94M | Buy |
11,220
+580
| +5% | +$100K | 1.36% | 33 |
|
|
2021
Q2 | $1.83M | Sell |
10,640
-1,240
| -10% | -$214K | 1.3% | 29 |
|
|
2021
Q1 | $1.84M | Sell |
11,880
-480
| -4% | -$74.3K | 1.34% | 17 |
|
|
2020
Q4 | $2.01M | Buy |
+12,360
| New | +$2.01M | 1.97% | 13 |
|