TP
Truvvo Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-169
| Closed | -$533K | – | 26 |
|
|
2020
Q3 | $533K | Sell |
169
-279
| -62% | -$880K | 0.41% | 17 |
|
|
2020
Q2 | $1.24M | Buy |
448
+70
| +19% | +$193K | 0.97% | 10 |
|
|
2020
Q1 | $737K | Sell |
378
-64
| -14% | -$125K | 0.68% | 12 |
|
|
2019
Q4 | $816K | Sell |
442
-198
| -31% | -$366K | 0.43% | 11 |
|
|
2019
Q3 | $1.11M | Hold |
640
| – | – | 0.62% | 13 |
|
|
2019
Q2 | $1.21M | Buy |
+640
| New | +$1.21M | 0.68% | 13 |
|
|
2019
Q1 | – | Sell |
-661
| Closed | -$993K | – | 19 |
|
|
2018
Q4 | $993K | Sell |
661
-45
| -6% | -$67.6K | 0.71% | 15 |
|
|
2018
Q3 | $1.41M | Sell |
706
-16
| -2% | -$32K | 0.88% | 12 |
|
|
2018
Q2 | $1.23M | Sell |
722
-1,375
| -66% | -$2.34M | 0.81% | 16 |
|
|
2018
Q1 | $3.04M | Sell |
2,097
-493
| -19% | -$714K | 1.12% | 23 |
|
|
2017
Q4 | $3.03M | Hold |
2,590
| – | – | 1.02% | 26 |
|
|
2017
Q3 | $2.49M | Sell |
2,590
-60
| -2% | -$57.7K | 0.83% | 30 |
|
|
2017
Q2 | $2.58M | Hold |
2,650
| – | – | 0.93% | 29 |
|
|
2017
Q1 | $2.35M | Buy |
2,650
+100
| +4% | +$88.6K | 1.05% | 21 |
|
|
2016
Q4 | $1.91K | Hold |
2,550
| – | – | 0.67% | 30 |
|
|
2016
Q3 | $2.14M | Hold |
2,550
| – | – | 0.96% | 26 |
|
|
2016
Q2 | $1.83M | Sell |
2,550
-1,450
| -36% | -$1.04M | 0.94% | 27 |
|
|
2016
Q1 | $2.38M | Sell |
4,000
-1,425
| -26% | -$846K | 1.07% | 17 |
|
|
2015
Q4 | $3.67M | Buy |
+5,425
| New | +$3.67M | 1.92% | 10 |
|