ETIA
Epic Trust Investment Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $941K | Buy |
4,871
+986
| +25% | +$191K | 1.04% | 22 |
|
|
2024
Q1 | $701K | Buy |
3,885
+128
| +3% | +$23.1K | 0.86% | 27 |
|
|
2023
Q4 | $571K | Buy |
3,757
+509
| +16% | +$77.3K | 0.77% | 32 |
|
|
2023
Q3 | $413K | Sell |
3,248
-472
| -13% | -$60K | 0.65% | 44 |
|
|
2023
Q2 | $485K | Sell |
3,720
-1,525
| -29% | -$199K | 0.69% | 41 |
|
|
2023
Q1 | $542K | Sell |
5,245
-595
| -10% | -$61.5K | 0.66% | 41 |
|
|
2022
Q4 | $491K | Buy |
5,840
+3,386
| +138% | +$285K | 0.74% | 42 |
|
|
2022
Q3 | $277K | Buy |
+2,454
| New | +$277K | 0.38% | 78 |
|
|
2022
Q2 | – | Sell |
-71
| Closed | -$231K | – | 68 |
|
|
2022
Q1 | $231K | Hold |
71
| – | – | 0.36% | 64 |
|
|
2021
Q4 | $237K | Buy |
+71
| New | +$237K | 0.34% | 65 |
|