TWA
Trellis Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,140
| Closed | -$3.06M | – | 28 |
|
|
2023
Q4 | $3.06M | Hold |
20,140
| – | – | 1.66% | 13 |
|
|
2023
Q3 | $2.56M | Hold |
20,140
| – | – | 1.61% | 13 |
|
|
2023
Q2 | $2.63M | Buy |
20,140
+2,850
| +16% | +$372K | 1.75% | 12 |
|
|
2023
Q1 | $1.79M | Buy |
17,290
+150
| +0.9% | +$15.5K | 1.31% | 12 |
|
|
2022
Q4 | $1.44M | Buy |
+17,140
| New | +$1.44M | 1.24% | 12 |
|