SFPIA
Stevens First Principles Investment Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $95K | Buy |
50
+5
| +11% | +$9.5K | 0.06% | 79 |
|
|
2019
Q1 | $80K | Hold |
45
| – | – | 0.05% | 82 |
|
|
2018
Q4 | $68K | Hold |
45
| – | – | 0.05% | 81 |
|
|
2018
Q3 | $90K | Hold |
45
| – | – | 0.05% | 84 |
|
|
2018
Q2 | $76K | Buy |
45
+35
| +350% | +$59.1K | 0.05% | 86 |
|
|
2018
Q1 | $14K | Hold |
10
| – | – | 0.01% | 125 |
|
|
2017
Q4 | $12K | Hold |
10
| – | – | 0.01% | 149 |
|
|
2017
Q3 | $10K | Buy |
+10
| New | +$10K | 0.01% | 147 |
|
|
2016
Q1 | – | Sell |
-310
| Closed | -$210K | – | 139 |
|
|
2015
Q4 | $210K | Buy |
+310
| New | +$210K | 0.18% | 56 |
|