U.S. Capital Wealth Advisors’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-10,453
| Closed | -$226K | – | 633 |
|
2023
Q2 | $226K | Sell |
10,453
-786
| -7% | -$17K | 0.01% | 596 |
|
2023
Q1 | $237K | Buy |
11,239
+1,145
| +11% | +$24.1K | 0.01% | 583 |
|
2022
Q4 | $184K | Hold |
10,094
| – | – | 0.01% | 623 |
|
2022
Q3 | $166K | Sell |
10,094
-2,100
| -17% | -$34.5K | 0.01% | 601 |
|
2022
Q2 | $249K | Hold |
12,194
| – | – | 0.01% | 581 |
|
2022
Q1 | $258K | Sell |
12,194
-6,900
| -36% | -$146K | 0.01% | 631 |
|
2021
Q4 | $403K | Sell |
19,094
-3,000
| -14% | -$63.3K | 0.02% | 549 |
|
2021
Q3 | $390K | Buy |
+22,094
| New | +$390K | 0.02% | 554 |
|