OneDigital Investment Advisors’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,740
| Closed | -$156K | – | 664 |
|
|
2020
Q4 | $156K | Buy |
10,740
+267
| +3% | +$3.88K | 0.01% | 609 |
|
|
2020
Q3 | $131K | Buy |
10,473
+290
| +3% | +$3.63K | 0.01% | 563 |
|
|
2020
Q2 | $129K | Sell |
10,183
-240
| -2% | -$3.04K | 0.01% | 563 |
|
|
2020
Q1 | $123K | Sell |
10,423
-1,900
| -15% | -$22.4K | 0.01% | 488 |
|
|
2019
Q4 | $197K | Hold |
12,323
| – | – | 0.02% | 513 |
|
|
2019
Q3 | $183K | Sell |
12,323
-30
| -0.2% | -$446 | 0.02% | 497 |
|
|
2019
Q2 | $179K | Buy |
12,353
+640
| +5% | +$9.27K | 0.01% | 407 |
|
|
2019
Q1 | $167K | Hold |
11,713
| – | – | 0.02% | 298 |
|
|
2018
Q4 | $166K | Buy |
11,713
+11,473
| +4,780% | +$163K | 0.03% | 282 |
|
|
2018
Q3 | $4K | Hold |
240
| – | – | ﹤0.01% | 940 |
|
|
2018
Q2 | $4K | Hold |
240
| – | – | ﹤0.01% | 1186 |
|
|
2018
Q1 | $5K | Hold |
240
| – | – | ﹤0.01% | 1143 |
|
|
2017
Q4 | $4K | Hold |
240
| – | – | ﹤0.01% | 1099 |
|
|
2017
Q3 | $4K | Sell |
240
-770
| -76% | -$12.8K | ﹤0.01% | 904 |
|
|
2017
Q2 | $16K | Buy |
+1,010
| New | +$16K | ﹤0.01% | 817 |
|