SIM
Sterling Investment Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,190
| Closed | -$1.08M | – | 62 |
|
|
2022
Q2 | $1.08M | Buy |
10,190
+9,110
| +844% | +$967K | 0.9% | 37 |
|
|
2022
Q1 | $3.52M | Sell |
1,080
-231
| -18% | -$753K | 2.48% | 9 |
|
|
2021
Q4 | $4.37M | Sell |
1,311
-71
| -5% | -$237K | 2.72% | 9 |
|
|
2021
Q3 | $4.54M | Sell |
1,382
-4
| -0.3% | -$13.1K | 2.89% | 10 |
|
|
2021
Q2 | $4.77M | Sell |
1,386
-17
| -1% | -$58.5K | 3.13% | 10 |
|
|
2021
Q1 | $4.34M | Buy |
1,403
+345
| +33% | +$1.07M | 2.97% | 9 |
|
|
2020
Q4 | $3.45M | Buy |
1,058
+12
| +1% | +$39.1K | 2.44% | 11 |
|
|
2020
Q3 | $3.29M | Sell |
1,046
-47
| -4% | -$148K | 2.46% | 10 |
|
|
2020
Q2 | $3.02M | Sell |
1,093
-47
| -4% | -$130K | 2.33% | 10 |
|
|
2020
Q1 | $2.22M | Buy |
+1,140
| New | +$2.22M | 1.94% | 14 |
|