LWP
Legacy Wealth Planning’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $230K | Sell |
2,038
-871
| -30% | -$98.3K | 0.38% | 60 |
|
2022
Q2 | $309K | Buy |
2,909
+2,662
| +1,078% | +$283K | 0.44% | 55 |
|
2022
Q1 | $805K | Sell |
247
-6
| -2% | -$19.6K | 0.95% | 25 |
|
2021
Q4 | $844K | Sell |
253
-94
| -27% | -$314K | 0.96% | 24 |
|
2021
Q3 | $1.14M | Sell |
347
-5
| -1% | -$16.4K | 1.28% | 18 |
|
2021
Q2 | $1.21M | Buy |
352
+8
| +2% | +$27.5K | 1.38% | 19 |
|
2021
Q1 | $1.06M | Sell |
344
-33
| -9% | -$102K | 1.36% | 19 |
|
2020
Q4 | $1.23M | Buy |
377
+8
| +2% | +$26.1K | 1.58% | 15 |
|
2020
Q3 | $1.16M | Buy |
369
+10
| +3% | +$31.5K | 1.33% | 17 |
|
2020
Q2 | $990K | Buy |
359
+3
| +0.8% | +$8.27K | 1.18% | 21 |
|
2020
Q1 | $694K | Buy |
356
+49
| +16% | +$95.5K | 1.11% | 26 |
|
2019
Q4 | $567K | Buy |
+307
| New | +$567K | 0.64% | 34 |
|