Cedar Brook Financial Partners’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-9,553
| Closed | -$207K | – | 383 |
|
2023
Q2 | $207K | Sell |
9,553
-29
| -0.3% | -$628 | 0.05% | 378 |
|
2023
Q1 | $202K | Buy |
+9,582
| New | +$202K | 0.05% | 368 |
|
2022
Q3 | – | Sell |
-10,034
| Closed | -$205K | – | 351 |
|
2022
Q2 | $205K | Buy |
10,034
+222
| +2% | +$4.54K | 0.06% | 320 |
|
2022
Q1 | $208K | Sell |
9,812
-2,428
| -20% | -$51.5K | 0.05% | 357 |
|
2021
Q4 | $258K | Buy |
12,240
+8
| +0.1% | +$169 | 0.07% | 310 |
|
2021
Q3 | $216K | Sell |
12,232
-21
| -0.2% | -$371 | 0.06% | 314 |
|
2021
Q2 | $184K | Buy |
+12,253
| New | +$184K | 0.05% | 359 |
|