Concert Wealth Management’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-109,902
| Closed | -$1.38M | – | 168 |
|
|
2017
Q1 | $1.38M | Hold |
109,902
| – | – | 0.31% | 90 |
|
|
2016
Q4 | $1.38M | Buy |
109,902
+1,538
| +1% | +$19.3K | 0.31% | 85 |
|
|
2016
Q3 | $1.24M | Hold |
108,364
| – | – | 0.15% | 170 |
|
|
2016
Q2 | $1.33M | Buy |
108,364
+838
| +0.8% | +$10.3K | 0.18% | 158 |
|
|
2016
Q1 | $1.67M | Sell |
107,526
-657
| -0.6% | -$10.2K | 0.22% | 117 |
|
|
2015
Q4 | $1.52M | Buy |
108,183
+657
| +0.6% | +$9.24K | 0.2% | 122 |
|
|
2015
Q3 | $1.78M | Sell |
107,526
-1,588
| -1% | -$26.3K | 0.24% | 96 |
|
|
2015
Q2 | $2.32M | Buy |
109,114
+234
| +0.2% | +$4.98K | 0.3% | 68 |
|
|
2015
Q1 | $23K | Buy |
108,880
+817
| +0.8% | +$173 | 0.01% | 455 |
|
|
2014
Q4 | $2.4M | Buy |
+108,063
| New | +$2.4M | 0.37% | 53 |
|