CPA
Clear Perspective Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.91M | Buy |
1,772
+464
| +35% | +$1.55M | 1.79% | 11 |
|
|
2021
Q3 | $4.3M | Sell |
1,308
-30
| -2% | -$98.6K | 1.47% | 14 |
|
|
2021
Q2 | $4.6M | Buy |
1,338
+209
| +19% | +$719K | 1.6% | 13 |
|
|
2021
Q1 | $3.49M | Sell |
1,129
-61
| -5% | -$189K | 1.37% | 15 |
|
|
2020
Q4 | $3.88M | Buy |
1,190
+165
| +16% | +$537K | 1.58% | 14 |
|
|
2020
Q3 | $633 | Sell |
1,025
-256
| -20% | -$158 | 0.3% | 62 |
|
|
2020
Q2 | $3.53M | Sell |
1,281
-109
| -8% | -$301K | 1.93% | 9 |
|
|
2020
Q1 | $2.71M | Buy |
1,390
+74
| +6% | +$144K | 1.81% | 10 |
|
|
2019
Q4 | $2.43M | Sell |
1,316
-8
| -0.6% | -$14.8K | 1.51% | 17 |
|
|
2019
Q3 | $2.3M | Buy |
1,324
+32
| +2% | +$55.5K | 1.04% | 24 |
|
|
2019
Q2 | $2.45M | Sell |
1,292
-38
| -3% | -$72K | 1.57% | 17 |
|
|
2019
Q1 | $2.47M | Buy |
1,330
+617
| +87% | +$1.15M | 1.75% | 14 |
|
|
2018
Q4 | $1.07M | Buy |
713
+61
| +9% | +$91.6K | 0.89% | 28 |
|
|
2018
Q3 | $1.31M | Buy |
652
+125
| +24% | +$250K | 0.97% | 27 |
|
|
2018
Q2 | $896K | Sell |
527
-74
| -12% | -$126K | 0.63% | 36 |
|
|
2018
Q1 | $870K | Buy |
601
+146
| +32% | +$211K | 0.65% | 32 |
|
|
2017
Q4 | $532K | Buy |
455
+82
| +22% | +$95.9K | 0.41% | 71 |
|
|
2017
Q3 | $359K | Buy |
373
+40
| +12% | +$38.5K | 0.29% | 90 |
|
|
2017
Q2 | $322K | Buy |
333
+27
| +9% | +$26.1K | 0.27% | 91 |
|
|
2017
Q1 | $271K | Buy |
306
+305
| +30,500% | +$270K | 0.18% | 102 |
|
|
2016
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 392 |
|