Patriot Financial Group Insurance Agency’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,174
| Closed | -$24K | – | 469 |
|
2022
Q2 | $24K | Sell |
1,174
-26
| -2% | -$532 | ﹤0.01% | 941 |
|
2022
Q1 | $25K | Sell |
1,200
-51
| -4% | -$1.06K | ﹤0.01% | 999 |
|
2021
Q4 | $26K | Buy |
1,251
+114
| +10% | +$2.37K | ﹤0.01% | 1098 |
|
2021
Q3 | $20K | Hold |
1,137
| – | – | ﹤0.01% | 1204 |
|
2021
Q2 | $17K | Buy |
1,137
+27
| +2% | +$404 | ﹤0.01% | 1237 |
|
2021
Q1 | $15K | Sell |
1,110
-188
| -14% | -$2.54K | ﹤0.01% | 1205 |
|
2020
Q4 | $19K | Sell |
1,298
-101
| -7% | -$1.48K | ﹤0.01% | 984 |
|
2020
Q3 | $17K | Buy |
1,399
+178
| +15% | +$2.16K | 0.01% | 846 |
|
2020
Q2 | $15K | Sell |
1,221
-110
| -8% | -$1.35K | 0.01% | 829 |
|
2020
Q1 | $16K | Buy |
1,331
+560
| +73% | +$6.73K | 0.01% | 707 |
|
2019
Q4 | $12K | Buy |
771
+225
| +41% | +$3.5K | ﹤0.01% | 789 |
|
2019
Q3 | $8K | Sell |
546
-272
| -33% | -$3.99K | ﹤0.01% | 836 |
|
2019
Q2 | $12K | Buy |
818
+272
| +50% | +$3.99K | 0.01% | 759 |
|
2019
Q1 | $8K | Buy |
546
+224
| +70% | +$3.28K | ﹤0.01% | 744 |
|
2018
Q4 | $5K | Buy |
+322
| New | +$5K | ﹤0.01% | 724 |
|