Mosaic Family Wealth’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,370
| Closed | -$20K | – | 188 |
|
|
2019
Q1 | $20K | Hold |
1,370
| – | – | 0.01% | 431 |
|
|
2018
Q4 | $20K | Hold |
1,370
| – | – | 0.01% | 422 |
|
|
2018
Q3 | $19K | Hold |
1,370
| – | – | 0.01% | 440 |
|
|
2018
Q2 | $23K | Hold |
1,370
| – | – | 0.01% | 442 |
|
|
2018
Q1 | $26K | Hold |
1,370
| – | – | 0.01% | 393 |
|
|
2017
Q4 | $23K | Sell |
1,370
-2,371
| -63% | -$39.8K | 0.01% | 426 |
|
|
2017
Q3 | $66K | Sell |
3,741
-118
| -3% | -$2.08K | 0.03% | 304 |
|
|
2017
Q2 | $61K | Sell |
3,859
-675
| -15% | -$10.7K | 0.03% | 292 |
|
|
2017
Q1 | $64K | Buy |
4,534
+1,167
| +35% | +$16.5K | 0.03% | 289 |
|
|
2016
Q4 | $42K | Sell |
3,367
-400
| -11% | -$4.99K | 0.02% | 343 |
|
|
2016
Q3 | $43K | Buy |
3,767
+675
| +22% | +$7.71K | 0.02% | 347 |
|
|
2016
Q2 | $38K | Buy |
3,092
+413
| +15% | +$5.08K | 0.02% | 360 |
|
|
2016
Q1 | $41K | Buy |
2,679
+531
| +25% | +$8.13K | 0.02% | 346 |
|
|
2015
Q4 | $30K | Buy |
+2,148
| New | +$30K | 0.01% | 389 |
|