Chicago Trust’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,327
| Closed | -$141K | – | 226 |
|
|
2020
Q3 | $141K | Hold |
11,327
| – | – | 0.06% | 181 |
|
|
2020
Q2 | $144K | Hold |
11,327
| – | – | 0.06% | 168 |
|
|
2020
Q1 | $133K | Sell |
11,327
-1,200
| -10% | -$14.1K | 0.07% | 159 |
|
|
2019
Q4 | $200K | Hold |
12,527
| – | – | 0.08% | 175 |
|
|
2019
Q3 | $186K | Hold |
12,527
| – | – | 0.08% | 182 |
|
|
2019
Q2 | $182 | Buy |
12,527
+1,200
| +11% | +$17 | 0.08% | 186 |
|
|
2019
Q1 | $162 | Hold |
11,327
| – | – | 0.07% | 177 |
|
|
2018
Q4 | $161 | Hold |
11,327
| – | – | 0.08% | 158 |
|
|
2018
Q3 | $182K | Hold |
11,327
| – | – | 0.07% | 165 |
|
|
2018
Q2 | $189K | Sell |
11,327
-4,322
| -28% | -$72.1K | 0.08% | 160 |
|
|
2018
Q1 | $299K | Hold |
15,649
| – | – | 0.13% | 127 |
|
|
2017
Q4 | $268K | Buy |
+15,649
| New | +$268K | 0.11% | 139 |
|