LWA
LWS Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-61
| Closed | -$208K | – | 59 |
|
|
2021
Q2 | $208K | Sell |
61
-39
| -39% | -$133K | 0.09% | 55 |
|
|
2021
Q1 | $308K | Sell |
100
-4
| -4% | -$12.3K | 0.14% | 48 |
|
|
2020
Q4 | $337K | Buy |
104
+5
| +5% | +$16.2K | 0.15% | 50 |
|
|
2020
Q3 | $312K | Sell |
99
-9
| -8% | -$28.4K | 0.15% | 48 |
|
|
2020
Q2 | $298K | Hold |
108
| – | – | 0.16% | 50 |
|
|
2020
Q1 | $211K | Hold |
108
| – | – | 0.14% | 49 |
|
|
2019
Q4 | $200K | Buy |
+108
| New | +$200K | 0.1% | 56 |
|