Lighthouse Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $3.76M | Buy |
24,280
+2,560
| +12% | +$396K | 1.14% | 14 |
|
2020
Q4 | $3.54M | Buy |
21,720
+1,700
| +8% | +$277K | 1.2% | 14 |
|
2020
Q3 | $3.15M | Sell |
20,020
-1,760
| -8% | -$277K | 1.2% | 15 |
|
2020
Q2 | $2.95M | Buy |
21,780
+3,600
| +20% | +$488K | 1.25% | 15 |
|
2020
Q1 | $1.77M | Sell |
18,180
-840
| -4% | -$81.9K | 1.08% | 31 |
|
2019
Q4 | $1.76M | Buy |
+19,020
| New | +$1.76M | 0.83% | 40 |
|