Lenox Wealth Management’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2K | Buy |
+179
| New | +$2K | ﹤0.01% | 630 |
|
|
2018
Q4 | – | Sell |
-1,760
| Closed | -$28K | – | 635 |
|
|
2018
Q3 | $28K | Sell |
1,760
-73,507
| -98% | -$1.17M | 0.01% | 276 |
|
|
2018
Q2 | $1.25M | Buy |
75,267
+5,931
| +9% | +$98.8K | 0.4% | 54 |
|
|
2018
Q1 | $1.32M | Sell |
69,336
-829
| -1% | -$15.8K | 0.43% | 55 |
|
|
2017
Q4 | $1.2M | Buy |
70,165
+15,281
| +28% | +$262K | 0.37% | 53 |
|
|
2017
Q3 | $974K | Buy |
54,884
+15,520
| +39% | +$275K | 0.33% | 53 |
|
|
2017
Q2 | $633K | Buy |
+39,364
| New | +$633K | 0.26% | 72 |
|