Capstone Asset Management’s America Movil AMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.87M | Sell |
180,441
-6,985
| -4% | -$111K | 0.08% | 295 |
|
|
2017
Q1 | $2.66M | Sell |
187,426
-295
| -0.2% | -$4.18K | 0.07% | 321 |
|
|
2016
Q4 | $2.36M | Sell |
187,721
-6,940
| -4% | -$87.2K | 0.07% | 336 |
|
|
2016
Q3 | $2.23M | Sell |
194,661
-43,460
| -18% | -$497K | 0.06% | 351 |
|
|
2016
Q2 | $2.92M | Sell |
238,121
-110,100
| -32% | -$1.35M | 0.09% | 275 |
|
|
2016
Q1 | $5.41M | Sell |
348,221
-5,377
| -2% | -$83.5K | 0.16% | 157 |
|
|
2015
Q4 | $4.97M | Sell |
353,598
-12,844
| -4% | -$181K | 0.14% | 169 |
|
|
2015
Q3 | $6.07M | Sell |
366,442
-50,322
| -12% | -$833K | 0.19% | 128 |
|
|
2015
Q2 | $8.88M | Sell |
416,764
-61,970
| -13% | -$1.32M | 0.26% | 98 |
|
|
2015
Q1 | $9.8M | Sell |
478,734
-7,237
| -1% | -$148K | 0.28% | 85 |
|
|
2014
Q4 | $10.8M | Buy |
485,971
+165,788
| +52% | +$3.68M | 0.31% | 75 |
|
|
2014
Q3 | $8.07M | Buy |
320,183
+6,980
| +2% | +$176K | 0.27% | 84 |
|
|
2014
Q2 | $6.5M | Buy |
313,203
+1,020
| +0.3% | +$21.2K | 0.21% | 115 |
|
|
2014
Q1 | $6.21M | Sell |
312,183
-55,910
| -15% | -$1.11M | 0.19% | 126 |
|
|
2013
Q4 | $8.6M | Sell |
368,093
-4,590
| -1% | -$107K | 0.25% | 78 |
|
|
2013
Q3 | $7.38M | Buy |
372,683
+29,090
| +8% | +$576K | 0.18% | 115 |
|
|
2013
Q2 | $7.47M | Buy |
+343,593
| New | +$7.47M | 0.2% | 99 |
|