Clear Perspectives Financial Planning’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $72.3K | Sell |
700
-2
| -0.3% | -$207 | 0.04% | 61 |
|
|
2022
Q4 | $59K | Sell |
702
-198
| -22% | -$16.6K | 0.03% | 72 |
|
|
2022
Q3 | $102K | Hold |
900
| – | – | 0.05% | 58 |
|
|
2022
Q2 | $96K | Hold |
900
| – | – | 0.04% | 67 |
|
|
2022
Q1 | $147K | Hold |
900
| – | – | 0.06% | 60 |
|
|
2021
Q4 | $150K | Hold |
900
| – | – | 0.06% | 64 |
|
|
2021
Q3 | $148K | Buy |
900
+200
| +29% | +$32.9K | 0.07% | 66 |
|
|
2021
Q2 | $120K | Hold |
700
| – | – | 0.06% | 70 |
|
|
2021
Q1 | $108K | Hold |
700
| – | – | 0.06% | 63 |
|
|
2020
Q4 | $114K | Buy |
+700
| New | +$114K | 0.07% | 64 |
|