Triad Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $552K | Buy |
4,339
+846
| +24% | +$108K | 0.19% | 48 |
|
|
2023
Q2 | $455K | Buy |
3,493
+83
| +2% | +$10.8K | 0.19% | 52 |
|
|
2023
Q1 | $352K | Sell |
3,410
-2,057
| -38% | -$212K | 0.15% | 59 |
|
|
2022
Q4 | $459K | Buy |
5,467
+942
| +21% | +$79.1K | 0.2% | 52 |
|
|
2022
Q3 | $511K | Sell |
4,525
-579
| -11% | -$65.4K | 0.28% | 40 |
|
|
2022
Q2 | $542K | Buy |
5,104
+164
| +3% | +$17.4K | 0.3% | 40 |
|
|
2022
Q1 | $805K | Sell |
4,940
-5,600
| -53% | -$913K | 0.43% | 31 |
|
|
2021
Q4 | $1.76M | Buy |
+10,540
| New | +$1.76M | 1.04% | 13 |
|