SWM
SVA Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $11.6M | Sell |
3,572
-247
| -6% | -$804K | 1.01% | 15 |
|
|
2020
Q3 | $12M | Buy |
3,819
+3
| +0.1% | +$9.45K | 1.19% | 13 |
|
|
2020
Q2 | $10.5M | Buy |
3,816
+463
| +14% | +$1.28M | 1.12% | 15 |
|
|
2020
Q1 | $6.54M | Buy |
3,353
+1,043
| +45% | +$2.03M | 0.75% | 26 |
|
|
2019
Q4 | $4.27M | Sell |
2,310
-154
| -6% | -$285K | 0.39% | 58 |
|
|
2019
Q3 | $4.28M | Buy |
2,464
+256
| +12% | +$444K | 0.42% | 55 |
|
|
2019
Q2 | $4.18M | Buy |
2,208
+1,288
| +140% | +$2.44M | 0.41% | 57 |
|
|
2019
Q1 | $1.64M | Buy |
920
+5
| +0.5% | +$8.9K | 0.16% | 103 |
|
|
2018
Q4 | $1.37M | Buy |
915
+67
| +8% | +$101K | 0.15% | 101 |
|
|
2018
Q3 | $1.7M | Buy |
848
+33
| +4% | +$66.1K | 0.17% | 98 |
|
|
2018
Q2 | $1.39M | Buy |
815
+84
| +11% | +$143K | 0.15% | 107 |
|
|
2018
Q1 | $703K | Sell |
731
-10
| -1% | -$9.62K | 0.09% | 128 |
|
|
2017
Q4 | $867K | Buy |
741
+10
| +1% | +$11.7K | 0.1% | 123 |
|
|
2017
Q3 | $703K | Buy |
731
+10
| +1% | +$9.62K | 0.09% | 128 |
|
|
2017
Q2 | $698K | Hold |
721
| – | – | 0.09% | 125 |
|
|
2017
Q1 | $639K | Sell |
721
-10
| -1% | -$8.86K | 0.09% | 127 |
|
|
2016
Q4 | $548K | Hold |
731
| – | – | 0.08% | 133 |
|
|
2016
Q3 | $612K | Hold |
731
| – | – | 0.1% | 129 |
|
|
2016
Q2 | $523K | Hold |
731
| – | – | 0.08% | 136 |
|
|
2016
Q1 | $434K | Buy |
731
+25
| +4% | +$14.8K | 0.07% | 149 |
|
|
2015
Q4 | $477K | Sell |
706
-10
| -1% | -$6.76K | 0.08% | 154 |
|
|
2015
Q3 | $367K | Buy |
+716
| New | +$367K | 0.07% | 163 |
|