RGT Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-360
| Closed | -$60K | – | 123 |
|
|
2021
Q4 | $60K | Buy |
+360
| New | +$60K | 0.01% | 129 |
|
|
2019
Q4 | – | Sell |
-2,340
| Closed | -$203K | – | 33 |
|
|
2019
Q3 | $203K | Buy |
+2,340
| New | +$203K | 0.59% | 34 |
|
|
2018
Q4 | – | Sell |
-5,440
| Closed | -$545K | – | 18 |
|
|
2018
Q3 | $545K | Buy |
5,440
+680
| +14% | +$68.1K | 1.84% | 14 |
|
|
2018
Q2 | $405K | Sell |
4,760
-2,600
| -35% | -$221K | 1.3% | 16 |
|
|
2018
Q1 | $533K | Buy |
7,360
+140
| +2% | +$10.1K | 0.26% | 41 |
|
|
2017
Q4 | $422K | Buy |
7,220
+320
| +5% | +$18.7K | 0.23% | 45 |
|
|
2017
Q3 | $332K | Buy |
6,900
+2,120
| +44% | +$102K | 0.22% | 50 |
|
|
2017
Q2 | $231K | Buy |
+4,780
| New | +$231K | 0.16% | 73 |
|
|
2017
Q1 | – | Sell |
-8,880
| Closed | -$333K | – | 104 |
|
|
2016
Q4 | $333K | Sell |
8,880
-940
| -10% | -$35.3K | 0.19% | 71 |
|
|
2016
Q3 | $411K | Buy |
+9,820
| New | +$411K | 0.25% | 56 |
|