WFWM
Wechter Feldman Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $447K | Hold |
130
| – | – | 0.31% | 16 |
|
|
2021
Q1 | $402K | Hold |
130
| – | – | 0.3% | 18 |
|
|
2020
Q4 | $423K | Hold |
130
| – | – | 0.31% | 16 |
|
|
2020
Q3 | $409K | Buy |
130
+17
| +15% | +$53.5K | 0.32% | 17 |
|
|
2020
Q2 | $312K | Hold |
113
| – | – | 0.28% | 19 |
|
|
2020
Q1 | $220K | Sell |
113
-20
| -15% | -$38.9K | 0.54% | 18 |
|
|
2019
Q4 | $246K | Hold |
133
| – | – | 0.16% | 28 |
|
|
2019
Q3 | $231K | Hold |
133
| – | – | 0.15% | 30 |
|
|
2019
Q2 | $252K | Hold |
133
| – | – | 0.17% | 31 |
|
|
2019
Q1 | $237K | Buy |
+133
| New | +$237K | 0.15% | 31 |
|
|
2018
Q4 | – | Sell |
-133
| Closed | -$266K | – | 30 |
|
|
2018
Q3 | $266K | Buy |
+133
| New | +$266K | 0.16% | 34 |
|