Strategic Wealth Management Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $5.69M | Sell |
33,080
-2,520
| -7% | -$433K | 2.08% | 9 |
|
|
2021
Q1 | $5.51M | Sell |
35,600
-1,460
| -4% | -$226K | 2.11% | 9 |
|
|
2020
Q4 | $6.04M | Sell |
37,060
-620
| -2% | -$101K | 2.61% | 8 |
|
|
2020
Q3 | $5.93M | Buy |
37,680
+14,100
| +60% | +$2.22M | 2.88% | 7 |
|
|
2020
Q2 | $3.25M | Sell |
23,580
-20
| -0.1% | -$2.76K | 1.92% | 9 |
|
|
2020
Q1 | $2.3M | Buy |
23,600
+940
| +4% | +$91.7K | 1.71% | 10 |
|
|
2019
Q4 | $2.09M | Sell |
22,660
-3,920
| -15% | -$362K | 1.36% | 10 |
|
|
2019
Q3 | $2.31M | Hold |
26,580
| – | – | 1.66% | 9 |
|
|
2019
Q2 | $2.52M | Buy |
26,580
+3,900
| +17% | +$369K | 1.91% | 9 |
|
|
2019
Q1 | $2.02M | Sell |
22,680
-540
| -2% | -$48.1K | 1.65% | 9 |
|
|
2018
Q4 | $1.74M | Buy |
+23,220
| New | +$1.74M | 1.67% | 8 |
|