Lenox Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.1M | Sell |
15,260
-1,020
| -6% | -$141K | 0.64% | 32 |
|
|
2020
Q1 | $1.59M | Buy |
16,280
+1,520
| +10% | +$148K | 0.55% | 33 |
|
|
2019
Q4 | $1.36M | Sell |
14,760
-340
| -2% | -$31.4K | 0.38% | 44 |
|
|
2019
Q3 | $1.31M | Sell |
15,100
-320
| -2% | -$27.8K | 0.38% | 44 |
|
|
2019
Q2 | $1.46M | Sell |
15,420
-740
| -5% | -$70K | 0.44% | 40 |
|
|
2019
Q1 | $1.44M | Buy |
16,160
+180
| +1% | +$16K | 0.45% | 41 |
|
|
2018
Q4 | $1.2M | Buy |
15,980
+440
| +3% | +$33K | 0.4% | 44 |
|
|
2018
Q3 | $1.56M | Buy |
15,540
+920
| +6% | +$92.1K | 0.46% | 42 |
|
|
2018
Q2 | $1.24M | Buy |
14,620
+360
| +3% | +$30.6K | 0.4% | 55 |
|
|
2018
Q1 | $1.03M | Buy |
14,260
+1,800
| +14% | +$130K | 0.33% | 62 |
|
|
2017
Q4 | $729K | Buy |
12,460
+1,080
| +9% | +$63.2K | 0.22% | 92 |
|
|
2017
Q3 | $547K | Sell |
11,380
-2,660
| -19% | -$128K | 0.19% | 95 |
|
|
2017
Q2 | $680K | Buy |
14,040
+500
| +4% | +$24.2K | 0.28% | 65 |
|
|
2017
Q1 | $600K | Buy |
13,540
+780
| +6% | +$34.6K | 0.43% | 14 |
|
|
2016
Q4 | $478K | Buy |
12,760
+580
| +5% | +$21.7K | 0.36% | 13 |
|
|
2016
Q3 | $510K | Buy |
12,180
+240
| +2% | +$10K | 0.4% | 14 |
|
|
2016
Q2 | $427K | Buy |
11,940
+2,860
| +31% | +$102K | 0.31% | 16 |
|
|
2016
Q1 | $270K | Buy |
9,080
+4,460
| +97% | +$133K | 0.19% | 21 |
|
|
2015
Q4 | $156K | Buy |
4,620
+3,160
| +216% | +$107K | 0.12% | 41 |
|
|
2015
Q3 | $37K | Buy |
1,460
+560
| +62% | +$14.2K | 0.03% | 79 |
|
|
2015
Q2 | $20K | Buy |
900
+80
| +10% | +$1.78K | 0.01% | 97 |
|
|
2015
Q1 | $15K | Hold |
820
| – | – | 0.01% | 108 |
|
|
2014
Q4 | $12K | Hold |
820
| – | – | 0.01% | 116 |
|
|
2014
Q3 | $13K | Hold |
820
| – | – | 0.01% | 118 |
|
|
2014
Q2 | $13K | Sell |
820
-240
| -23% | -$3.81K | 0.01% | 121 |
|
|
2014
Q1 | $18K | Sell |
1,060
-640
| -38% | -$10.9K | 0.01% | 121 |
|
|
2013
Q4 | $34K | Buy |
+1,700
| New | +$34K | 0.02% | 102 |
|