Genovese Burford & Brothers Wealth & Retirement Plan Management’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-440
| Closed | -$7K | – | 265 |
|
2017
Q3 | $7K | Buy |
440
+4
| +0.9% | +$64 | ﹤0.01% | 308 |
|
2017
Q2 | $6K | Buy |
436
+1
| +0.2% | +$14 | ﹤0.01% | 299 |
|
2017
Q1 | $7K | Sell |
435
-1
| -0.2% | -$16 | ﹤0.01% | 324 |
|
2016
Q4 | $6K | Buy |
436
+6
| +1% | +$83 | ﹤0.01% | 367 |
|
2016
Q3 | $4K | Buy |
430
+5
| +1% | +$47 | ﹤0.01% | 350 |
|
2016
Q2 | $5K | Hold |
425
| – | – | ﹤0.01% | 320 |
|
2016
Q1 | $6K | Hold |
425
| – | – | ﹤0.01% | 296 |
|
2015
Q4 | $6K | Buy |
+425
| New | +$6K | ﹤0.01% | 284 |
|