LWS
Lucia Wealth Services’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $866K | Buy |
275
+7
| +3% | +$22K | 0.2% | 83 |
|
|
2020
Q2 | $739K | Buy |
268
+1
| +0.4% | +$2.76K | 0.2% | 82 |
|
|
2020
Q1 | $521K | Buy |
267
+55
| +26% | +$107K | 0.17% | 101 |
|
|
2019
Q4 | $392K | Hold |
212
| – | – | 0.12% | 99 |
|
|
2019
Q3 | $368K | Buy |
212
+17
| +9% | +$29.5K | 0.12% | 91 |
|
|
2019
Q2 | $369K | Buy |
195
+5
| +3% | +$9.46K | 0.13% | 91 |
|
|
2019
Q1 | $338K | Buy |
190
+50
| +36% | +$88.9K | 0.12% | 103 |
|
|
2018
Q4 | $210K | Hold |
140
| – | – | 0.1% | 111 |
|
|
2018
Q3 | $280K | Buy |
140
+50
| +56% | +$100K | 0.09% | 121 |
|
|
2018
Q2 | $153K | Buy |
90
+30
| +50% | +$51K | 0.07% | 138 |
|
|
2018
Q1 | $87K | Buy |
+60
| New | +$87K | 0.03% | 127 |
|