DT
Daniels + Tansey’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,132
| Closed | -$278K | – | 29 |
|
|
2023
Q2 | $278K | Buy |
2,132
+74
| +4% | +$9.65K | 0.09% | 20 |
|
|
2023
Q1 | $213K | Buy |
+2,058
| New | +$213K | 0.07% | 25 |
|
|
2022
Q4 | – | Sell |
-2,183
| Closed | -$246K | – | 25 |
|
|
2022
Q3 | $246K | Buy |
2,183
+43
| +2% | +$4.85K | 0.1% | 26 |
|
|
2022
Q2 | $227K | Buy |
2,140
+2,035
| +1,938% | +$216K | 0.09% | 28 |
|
|
2022
Q1 | $342K | Sell |
105
-1
| -0.9% | -$3.26K | 0.12% | 27 |
|
|
2021
Q4 | $353K | Hold |
106
| – | – | 0.11% | 31 |
|
|
2021
Q3 | $348K | Buy |
106
+17
| +19% | +$55.8K | 0.12% | 28 |
|
|
2021
Q2 | $325K | Hold |
89
| – | – | 0.11% | 29 |
|
|
2021
Q1 | $275K | Hold |
89
| – | – | 0.11% | 25 |
|
|
2020
Q4 | $288K | Buy |
+89
| New | +$288K | 0.12% | 24 |
|