Integrated Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.1M | Buy |
24,880
+1,760
| +8% | +$78K | 0.37% | 77 |
|
|
2016
Q4 | $867K | Buy |
23,120
+7,080
| +44% | +$266K | 0.32% | 85 |
|
|
2016
Q3 | $672K | Buy |
16,040
+1,040
| +7% | +$43.6K | 0.24% | 95 |
|
|
2016
Q2 | $537K | Buy |
15,000
+4,760
| +46% | +$170K | 0.21% | 104 |
|
|
2016
Q1 | $304K | Buy |
10,240
+480
| +5% | +$14.3K | 0.13% | 139 |
|
|
2015
Q4 | $330K | Sell |
9,760
-6,200
| -39% | -$210K | 0.14% | 128 |
|
|
2015
Q3 | $408K | Buy |
15,960
+4,180
| +35% | +$107K | 0.18% | 109 |
|
|
2015
Q2 | $256K | Sell |
11,780
-520
| -4% | -$11.3K | 0.1% | 153 |
|
|
2015
Q1 | $228K | Buy |
+12,300
| New | +$228K | 0.1% | 163 |
|