HGWM
Harvest Group Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-80
| Closed | -$261K | – | 69 |
|
|
2020
Q4 | $261K | Buy |
80
+18
| +29% | +$58.7K | 0.16% | 34 |
|
|
2020
Q3 | $195K | Buy |
62
+6
| +11% | +$18.9K | 0.14% | 35 |
|
|
2020
Q2 | $154K | Hold |
56
| – | – | 0.13% | 41 |
|
|
2020
Q1 | $109K | Buy |
56
+1
| +2% | +$1.95K | 0.11% | 47 |
|
|
2019
Q4 | $101K | Sell |
55
-14
| -20% | -$25.7K | 0.09% | 57 |
|
|
2019
Q3 | $120K | Hold |
69
| – | – | 0.15% | 47 |
|
|
2019
Q2 | $130K | Sell |
69
-19
| -22% | -$35.8K | 0.17% | 37 |
|
|
2019
Q1 | $157K | Buy |
+88
| New | +$157K | 0.14% | 44 |
|