TL
TrueWealth LLC’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.97M | Sell |
1,078
-95
| -8% | -$262K | 1.25% | 12 |
|
|
2020
Q1 | $2.29M | Buy |
1,173
+76
| +7% | +$148K | 1.11% | 14 |
|
|
2019
Q4 | $2.03M | Sell |
1,097
-23
| -2% | -$42.5K | 0.82% | 20 |
|
|
2019
Q3 | $1.94M | Buy |
1,120
+21
| +2% | +$36.5K | 0.84% | 19 |
|
|
2019
Q2 | $2.08M | Buy |
1,099
+27
| +3% | +$51.1K | 0.93% | 19 |
|
|
2019
Q1 | $1.91M | Hold |
1,072
| – | – | 0.88% | 20 |
|
|
2018
Q4 | $1.61M | Buy |
1,072
+169
| +19% | +$254K | 0.82% | 21 |
|
|
2018
Q3 | $1.81M | Buy |
903
+10
| +1% | +$20K | 0.83% | 17 |
|
|
2018
Q2 | $1.52M | Hold |
893
| – | – | 0.72% | 19 |
|
|
2018
Q1 | $1.29M | Sell |
893
-11
| -1% | -$15.9K | 0.65% | 24 |
|
|
2017
Q4 | $1.06M | Buy |
+904
| New | +$1.06M | 0.5% | 30 |
|