Valeo Financial Advisors’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,705
| Closed | -$50K | – | 516 |
|
|
2021
Q1 | $50K | Buy |
3,705
+453
| +14% | +$6.11K | ﹤0.01% | 832 |
|
|
2020
Q4 | $47K | Sell |
3,252
-1,061
| -25% | -$15.3K | ﹤0.01% | 780 |
|
|
2020
Q3 | $54K | Buy |
4,313
+315
| +8% | +$3.94K | ﹤0.01% | 616 |
|
|
2020
Q2 | $51K | Buy |
3,998
+2,225
| +125% | +$28.4K | ﹤0.01% | 683 |
|
|
2020
Q1 | $20K | Sell |
1,773
-200
| -10% | -$2.26K | ﹤0.01% | 859 |
|
|
2019
Q4 | $32K | Buy |
1,973
+12
| +0.6% | +$195 | ﹤0.01% | 778 |
|
|
2019
Q3 | $29K | Buy |
1,961
+13
| +0.7% | +$192 | ﹤0.01% | 742 |
|
|
2019
Q2 | $28K | Buy |
1,948
+1,022
| +110% | +$14.7K | ﹤0.01% | 750 |
|
|
2019
Q1 | $13K | Hold |
926
| – | – | ﹤0.01% | 872 |
|
|
2018
Q4 | $13K | Buy |
926
+81
| +10% | +$1.14K | ﹤0.01% | 802 |
|
|
2018
Q3 | $12K | Hold |
845
| – | – | ﹤0.01% | 894 |
|
|
2018
Q2 | $14K | Buy |
845
+358
| +74% | +$5.93K | ﹤0.01% | 850 |
|
|
2018
Q1 | $9K | Buy |
487
+242
| +99% | +$4.47K | ﹤0.01% | 943 |
|
|
2017
Q4 | $4K | Sell |
245
-201
| -45% | -$3.28K | ﹤0.01% | 1048 |
|
|
2017
Q3 | $8K | Buy |
+446
| New | +$8K | ﹤0.01% | 734 |
|