KWAG
Kiely Wealth Advisory Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.28M | Hold |
5,500
| – | – | 0.83% | 14 |
|
|
2024
Q3 | $1.15M | Hold |
5,500
| – | – | 0.73% | 12 |
|
|
2024
Q2 | $910K | Buy |
5,500
+80
| +1% | +$13.2K | 0.5% | 11 |
|
|
2024
Q1 | $979K | Buy |
5,420
+400
| +8% | +$72.2K | 0.56% | 11 |
|
|
2023
Q4 | $798K | Buy |
+5,020
| New | +$798K | 0.46% | 11 |
|