CCG Wealth Management’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,170
| Closed | -$294K | – | 67 |
|
|
2022
Q4 | $294K | Sell |
16,170
-368
| -2% | -$6.7K | 0.16% | 67 |
|
|
2022
Q3 | $272K | Buy |
16,538
+4,242
| +34% | +$69.8K | 0.17% | 67 |
|
|
2022
Q2 | $251K | Hold |
12,296
| – | – | 0.14% | 82 |
|
|
2022
Q1 | $260K | Sell |
12,296
-107
| -0.9% | -$2.26K | 0.13% | 98 |
|
|
2021
Q4 | $262K | Hold |
12,403
| – | – | 0.14% | 69 |
|
|
2021
Q3 | $219K | Hold |
12,403
| – | – | 0.13% | 94 |
|
|
2021
Q2 | $186K | Sell |
12,403
-979
| -7% | -$14.7K | 0.14% | 85 |
|
|
2021
Q1 | $182K | Hold |
13,382
| – | – | 0.18% | 75 |
|
|
2020
Q4 | $195K | Buy |
+13,382
| New | +$195K | 0.21% | 79 |
|