Independence Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $765K | Buy |
4,860
+780
| +19% | +$123K | 0.16% | 44 |
|
2020
Q2 | $563K | Sell |
4,080
-660
| -14% | -$91.1K | 0.13% | 47 |
|
2020
Q1 | $462K | Buy |
4,740
+1,300
| +38% | +$127K | 0.13% | 46 |
|
2019
Q4 | $318K | Sell |
3,440
-20
| -0.6% | -$1.85K | 0.08% | 65 |
|
2019
Q3 | $300K | Hold |
3,460
| – | – | 0.07% | 72 |
|
2019
Q2 | $328K | Sell |
3,460
-500
| -13% | -$47.4K | 0.08% | 65 |
|
2019
Q1 | $353K | Buy |
3,960
+640
| +19% | +$57.1K | 0.1% | 59 |
|
2018
Q4 | $249K | Buy |
3,320
+40
| +1% | +$3K | 0.08% | 66 |
|
2018
Q3 | $328K | Buy |
3,280
+60
| +2% | +$6K | 0.1% | 57 |
|
2018
Q2 | $274K | Hold |
3,220
| – | – | 0.09% | 63 |
|
2018
Q1 | $233K | Buy |
+3,220
| New | +$233K | 0.08% | 68 |
|
2017
Q4 | – | Sell |
-5,720
| Closed | -$275K | – | 77 |
|
2017
Q3 | $275K | Buy |
+5,720
| New | +$275K | 0.11% | 57 |
|