Focused Wealth Management’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,440
| Closed | -$18K | – | 658 |
|
|
2016
Q2 | $18K | Hold |
1,440
| – | – | 0.01% | 362 |
|
|
2016
Q1 | $22K | Sell |
1,440
-337
| -19% | -$5.15K | 0.01% | 284 |
|
|
2015
Q4 | $25K | Sell |
1,777
-1,430
| -45% | -$20.1K | 0.01% | 293 |
|
|
2015
Q3 | $53K | Sell |
3,207
-426
| -12% | -$7.04K | 0.03% | 185 |
|
|
2015
Q2 | $77K | Hold |
3,633
| – | – | 0.05% | 158 |
|
|
2015
Q1 | $74K | Hold |
3,633
| – | – | 0.05% | 166 |
|
|
2014
Q4 | $81K | Buy |
3,633
+6
| +0.2% | +$134 | 0.06% | 149 |
|
|
2014
Q3 | $91K | Buy |
3,627
+5
| +0.1% | +$125 | 0.07% | 136 |
|
|
2014
Q2 | $75K | Hold |
3,622
| – | – | 0.06% | 154 |
|
|
2014
Q1 | $72K | Hold |
3,622
| – | – | 0.06% | 143 |
|
|
2013
Q4 | $85K | Buy |
3,622
+6
| +0.2% | +$141 | 0.07% | 137 |
|
|
2013
Q3 | $72K | Buy |
+3,616
| New | +$72K | 0.07% | 135 |
|