CWA
Constellation Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-21,622
| Closed | -$6.71M | – | 177 |
|
|
2014
Q4 | $6.71M | Buy |
21,622
+11,015
| +104% | +$3.42M | 0.56% | 41 |
|
|
2014
Q3 | $3.42M | Buy |
10,607
+1,685
| +19% | +$543K | 0.32% | 57 |
|
|
2014
Q2 | $2.9M | Buy |
8,922
+1,935
| +28% | +$629K | 0.33% | 66 |
|
|
2014
Q1 | $2.35M | Buy |
6,987
+56
| +0.8% | +$18.8K | 0.23% | 97 |
|
|
2013
Q4 | $2.76M | Buy |
6,931
+196
| +3% | +$78.2K | 0.27% | 93 |
|
|
2013
Q3 | $2.11M | Sell |
6,735
-1,199
| -15% | -$375K | 0.24% | 96 |
|
|
2013
Q2 | $2.2M | Buy |
+7,934
| New | +$2.2M | 0.26% | 82 |
|