Greenleaf Trust’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-10,387
| Closed | -$166K | – | 498 |
|
2019
Q4 | $166K | Sell |
10,387
-1,126
| -10% | -$18K | ﹤0.01% | 533 |
|
2019
Q3 | $171K | Sell |
11,513
-528
| -4% | -$7.84K | ﹤0.01% | 532 |
|
2019
Q2 | $175K | Hold |
12,041
| – | – | ﹤0.01% | 518 |
|
2019
Q1 | $172K | Hold |
12,041
| – | – | ﹤0.01% | 508 |
|
2018
Q4 | $172K | Buy |
+12,041
| New | +$172K | ﹤0.01% | 468 |
|