CFA
Compass Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,585
| Closed | -$1.3M | – | 4 |
|
|
2023
Q1 | $1.3M | Buy |
12,585
+1,425
| +13% | +$147K | 1.65% | 12 |
|
|
2022
Q4 | $937K | Sell |
11,160
-750
| -6% | -$63K | 1.26% | 19 |
|
|
2022
Q3 | $1.35M | Sell |
11,910
-60
| -0.5% | -$6.78K | 2% | 9 |
|
|
2022
Q2 | $1.27M | Buy |
11,970
+11,368
| +1,888% | +$1.21M | 1.73% | 10 |
|
|
2022
Q1 | $1.96M | Buy |
602
+16
| +3% | +$52.1K | 2.17% | 5 |
|
|
2021
Q4 | $1.95M | Buy |
+586
| New | +$1.95M | 2.15% | 7 |
|