Wealthspire Advisors (Maryland)’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $232K | Buy |
18,613
+213
| +1% | +$2.66K | 0.01% | 411 |
|
|
2020
Q2 | $233K | Sell |
18,400
-4,208
| -19% | -$53.3K | 0.02% | 388 |
|
|
2020
Q1 | $266K | Sell |
22,608
-284
| -1% | -$3.34K | 0.02% | 327 |
|
|
2019
Q4 | $366K | Buy |
22,892
+490
| +2% | +$7.83K | 0.02% | 330 |
|
|
2019
Q3 | $333K | Buy |
22,402
+285
| +1% | +$4.24K | 0.02% | 326 |
|
|
2019
Q2 | $322K | Hold |
22,117
| – | – | 0.02% | 333 |
|
|
2019
Q1 | $316K | Sell |
22,117
-2,075
| -9% | -$29.6K | 0.02% | 341 |
|
|
2018
Q4 | $345K | Buy |
24,192
+282
| +1% | +$4.02K | 0.03% | 291 |
|
|
2018
Q3 | $384K | Buy |
23,910
+237
| +1% | +$3.81K | 0.03% | 294 |
|
|
2018
Q2 | $394K | Hold |
23,673
| – | – | 0.04% | 288 |
|
|
2018
Q1 | $452K | Sell |
23,673
-434
| -2% | -$8.29K | 0.04% | 262 |
|
|
2017
Q4 | $413K | Buy |
24,107
+213
| +0.9% | +$3.65K | 0.04% | 296 |
|
|
2017
Q3 | $424K | Buy |
23,894
+204
| +0.9% | +$3.62K | 0.05% | 271 |
|
|
2017
Q2 | $377K | Buy |
23,690
+23,667
| +102,900% | +$377K | 0.04% | 282 |
|
|
2017
Q1 | $0 | Buy |
+23
| New | – | ﹤0.01% | 1913 |
|
|
2016
Q4 | – | Sell |
-400
| Closed | -$5K | – | 1745 |
|
|
2016
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 1377 |
|
|
2016
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 1329 |
|
|
2016
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 1288 |
|
|
2015
Q4 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 1297 |
|