Capital Performance Advisors’s American Well AMWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,942
| Closed | -$57.9K | – | 84 |
|
|
2023
Q4 | $57.9K | Buy |
1,942
+11
| +0.6% | +$328 | 0.03% | 75 |
|
|
2023
Q3 | $45.2K | Hold |
1,931
| – | – | 0.02% | 55 |
|
|
2023
Q2 | $81.1K | Hold |
1,931
| – | – | 0.04% | 58 |
|
|
2023
Q1 | $91.2K | Hold |
1,931
| – | – | 0.05% | 52 |
|
|
2022
Q4 | $109K | Hold |
1,931
| – | – | 0.06% | 49 |
|
|
2022
Q3 | $139K | Sell |
1,931
-812
| -30% | -$58.5K | 0.09% | 42 |
|
|
2022
Q2 | $237K | Hold |
2,743
| – | – | 0.15% | 38 |
|
|
2022
Q1 | $231K | Hold |
2,743
| – | – | 0.13% | 43 |
|
|
2021
Q4 | $234K | Buy |
+2,743
| New | +$234K | 0.14% | 43 |
|