Newman & Schimel’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $696K | Buy |
8,281
+5,130
| +163% | +$431K | 0.31% | 25 |
|
|
2022
Q3 | $356K | Buy |
3,151
+865
| +38% | +$97.7K | 0.18% | 35 |
|
|
2022
Q2 | $243K | Buy |
2,286
+66
| +3% | +$7.02K | 0.12% | 40 |
|
|
2022
Q1 | $362K | Buy |
2,220
+620
| +39% | +$101K | 0.24% | 35 |
|
|
2021
Q4 | $267K | Sell |
1,600
-520
| -25% | -$86.8K | 0.15% | 40 |
|
|
2021
Q3 | $348K | Hold |
2,120
| – | – | 0.22% | 38 |
|
|
2021
Q2 | $365K | Sell |
2,120
-780
| -27% | -$134K | 0.23% | 36 |
|
|
2021
Q1 | $449K | Sell |
2,900
-320
| -10% | -$49.5K | 0.3% | 31 |
|
|
2020
Q4 | $524K | Buy |
+3,220
| New | +$524K | 0.44% | 27 |
|