Creative Planning’s American Well AMWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-566
| Closed | -$13.2K | – | 2726 |
|
|
2023
Q3 | $13.2K | Sell |
566
-58
| -9% | -$1.36K | ﹤0.01% | 2593 |
|
|
2023
Q2 | $26.2K | Sell |
624
-338
| -35% | -$14.2K | ﹤0.01% | 2461 |
|
|
2023
Q1 | $45.4K | Sell |
962
-5
| -0.5% | -$236 | ﹤0.01% | 2333 |
|
|
2022
Q4 | $54.7K | Buy |
+967
| New | +$54.7K | ﹤0.01% | 2202 |
|