CAPTRUST Financial 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 |
-515
| Closed | -$15.3K | – | 2161 |
|
|
2023
Q4 | $15.3K | Sell |
515
-365
| -41% | -$10.9K | ﹤0.01% | 2627 |
|
|
2023
Q3 | $20.6K | Buy |
+880
| New | +$20.6K | ﹤0.01% | 2521 |
|
|
2023
Q2 | – | Sell |
-740
| Closed | -$34.9K | – | 2527 |
|
|
2023
Q1 | $34.9K | Buy |
+740
| New | +$34.9K | ﹤0.01% | 2229 |
|
|
2022
Q3 | – | Sell |
-7,517
| Closed | -$649K | – | 2148 |
|
|
2022
Q2 | $649K | Buy |
7,517
+113
| +2% | +$9.76K | ﹤0.01% | 1031 |
|
|
2022
Q1 | $623K | Buy |
7,404
+7,329
| +9,772% | +$617K | ﹤0.01% | 1046 |
|
|
2021
Q4 | $9K | Buy |
75
+60
| +400% | +$7.2K | ﹤0.01% | 3760 |
|
|
2021
Q3 | $3K | Sell |
15
-153
| -91% | -$30.6K | ﹤0.01% | 4108 |
|
|
2021
Q2 | $42K | Sell |
168
-20
| -11% | -$5K | ﹤0.01% | 2620 |
|
|
2021
Q1 | $65K | Buy |
+188
| New | +$65K | ﹤0.01% | 2248 |
|