Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,040
| Closed | -$18K | – | 641 |
|
|
2023
Q3 | $18K | Hold |
1,040
| – | – | 0.01% | 482 |
|
|
2023
Q2 | $22.5K | Hold |
1,040
| – | – | 0.01% | 459 |
|
|
2023
Q1 | $21.9K | Hold |
1,040
| – | – | 0.01% | 465 |
|
|
2022
Q4 | $18.9K | Hold |
1,040
| – | – | 0.01% | 494 |
|
|
2022
Q3 | $17K | Hold |
1,040
| – | – | 0.01% | 515 |
|
|
2022
Q2 | $21K | Hold |
1,040
| – | – | 0.01% | 505 |
|
|
2022
Q1 | $22K | Hold |
1,040
| – | – | 0.01% | 550 |
|
|
2021
Q4 | $22K | Hold |
1,040
| – | – | 0.01% | 585 |
|
|
2021
Q3 | $18K | Hold |
1,040
| – | – | 0.01% | 602 |
|
|
2021
Q2 | $16K | Hold |
1,040
| – | – | 0.01% | 690 |
|
|
2021
Q1 | $14K | Hold |
1,040
| – | – | ﹤0.01% | 719 |
|
|
2020
Q4 | $15K | Sell |
1,040
-1,000
| -49% | -$14.4K | ﹤0.01% | 665 |
|
|
2020
Q3 | $25K | Hold |
2,040
| – | – | 0.01% | 562 |
|
|
2020
Q2 | $26K | Hold |
2,040
| – | – | 0.01% | 552 |
|
|
2020
Q1 | $24K | Sell |
2,040
-400
| -16% | -$4.71K | 0.01% | 538 |
|
|
2019
Q4 | $39K | Hold |
2,440
| – | – | 0.01% | 556 |
|
|
2019
Q3 | $36K | Hold |
2,440
| – | – | 0.01% | 567 |
|
|
2019
Q2 | $36K | Hold |
2,440
| – | – | 0.01% | 569 |
|
|
2019
Q1 | $35K | Hold |
2,440
| – | – | 0.01% | 588 |
|
|
2018
Q4 | $35K | Sell |
2,440
-200
| -8% | -$2.87K | 0.01% | 528 |
|
|
2018
Q3 | $42K | Hold |
2,640
| – | – | 0.01% | 559 |
|
|
2018
Q2 | $44K | Hold |
2,640
| – | – | 0.01% | 553 |
|
|
2018
Q1 | $50K | Buy |
+2,640
| New | +$50K | 0.01% | 520 |
|
|
2015
Q1 | $77K | Buy |
3,740
+200
| +6% | +$4.12K | 0.02% | 420 |
|
|
2014
Q4 | $79K | Sell |
3,540
-3,200
| -47% | -$71.4K | 0.03% | 406 |
|
|
2014
Q3 | $170K | Hold |
6,740
| – | – | 0.06% | 284 |
|
|
2014
Q2 | $140K | Buy |
6,740
+1,100
| +20% | +$22.8K | 0.05% | 304 |
|
|
2014
Q1 | $112K | Buy |
5,640
+800
| +17% | +$15.9K | 0.04% | 286 |
|
|
2013
Q4 | $113K | Hold |
4,840
| – | – | 0.04% | 280 |
|
|
2013
Q3 | $96K | Buy |
+4,840
| New | +$96K | 0.04% | 282 |
|