OptiFour Integrated Wealth Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$303K Hold
3,280
0.21% 56
2019
Q3
$285K Sell
3,280
-420
-11% -$36.5K 0.2% 54
2019
Q2
$350K Buy
3,700
+680
+23% +$64.3K 0.24% 49
2019
Q1
$269K Sell
3,020
-980
-25% -$87.3K 0.22% 41
2018
Q4
$300K Sell
4,000
-40
-1% -$3K 0.27% 37
2018
Q3
$405K Buy
4,040
+40
+1% +$4.01K 0.33% 36
2018
Q2
$340K Sell
4,000
-20
-0.5% -$1.7K 0.29% 40
2018
Q1
$291K Buy
+4,020
New +$291K 0.24% 44