J.W. Cole Advisors’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Buy |
+11,236
| New | +$202K | ﹤0.01% | 1355 |
|
2024
Q2 | – | Sell |
-11,281
| Closed | -$211K | – | 894 |
|
2024
Q1 | $211K | Buy |
+11,281
| New | +$211K | 0.01% | 820 |
|
2021
Q2 | – | Sell |
-10,147
| Closed | -$138K | – | 739 |
|
2021
Q1 | $138K | Buy |
10,147
+89
| +0.9% | +$1.21K | 0.01% | 647 |
|
2020
Q4 | $146K | Buy |
+10,058
| New | +$146K | 0.02% | 610 |
|
2020
Q1 | – | Sell |
-10,457
| Closed | -$167K | – | 119 |
|
2019
Q4 | $167K | Buy |
+10,457
| New | +$167K | 0.02% | 533 |
|