CWM
Concert Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,086
| Closed | -$1.05M | – | 31 |
|
|
2017
Q2 | $1.05M | Sell |
1,086
-5,186
| -83% | -$5.02M | 1.02% | 25 |
|
|
2017
Q1 | $4.68M | Sell |
6,272
-519
| -8% | -$387K | 1.06% | 10 |
|
|
2016
Q4 | $5.06M | Sell |
6,791
-1,794
| -21% | -$1.34M | 1.12% | 10 |
|
|
2016
Q3 | $7.21M | Sell |
8,585
-1,453
| -14% | -$1.22M | 0.88% | 14 |
|
|
2016
Q2 | $7.18M | Buy |
10,038
+1,926
| +24% | +$1.38M | 0.97% | 11 |
|
|
2016
Q1 | $4.82M | Sell |
8,112
-899
| -10% | -$534K | 0.65% | 25 |
|
|
2015
Q4 | $6.09M | Sell |
9,011
-310
| -3% | -$210K | 0.81% | 17 |
|
|
2015
Q3 | $4.8M | Sell |
9,321
-743
| -7% | -$382K | 0.65% | 26 |
|
|
2015
Q2 | $4.37M | Buy |
10,064
+1,168
| +13% | +$508K | 0.56% | 27 |
|
|
2015
Q1 | $1.95M | Buy |
8,896
+606
| +7% | +$133K | 0.56% | 43 |
|
|
2014
Q4 | $2.58M | Buy |
8,290
+2,024
| +32% | +$631K | 0.39% | 47 |
|
|
2014
Q3 | $2.02M | Sell |
6,266
-39
| -0.6% | -$12.6K | 0.27% | 41 |
|
|
2014
Q2 | $1.96M | Buy |
6,305
+133
| +2% | +$41.3K | 0.24% | 50 |
|
|
2014
Q1 | $2.09M | Buy |
6,172
+17
| +0.3% | +$5.75K | 0.26% | 44 |
|
|
2013
Q4 | $2.46M | Sell |
6,155
-160
| -3% | -$64K | 0.31% | 31 |
|
|
2013
Q3 | $1.98M | Buy |
6,315
+101
| +2% | +$31.6K | 0.28% | 36 |
|
|
2013
Q2 | $1.72M | Buy |
+6,214
| New | +$1.72M | 0.26% | 37 |
|