Wellesley Investment Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $749K | Buy |
4,760
+560
| +13% | +$88.1K | 0.26% | 37 |
|
|
2020
Q2 | $579K | Hold |
4,200
| – | – | 0.2% | 56 |
|
|
2020
Q1 | $409K | Buy |
4,200
+180
| +4% | +$17.5K | 0.16% | 62 |
|
|
2019
Q4 | $371K | Hold |
4,020
| – | – | 0.11% | 82 |
|
|
2019
Q3 | $349K | Buy |
4,020
+440
| +12% | +$38.2K | 0.11% | 83 |
|
|
2019
Q2 | $338K | Buy |
3,580
+180
| +5% | +$17K | 0.12% | 84 |
|
|
2019
Q1 | $302K | Buy |
3,400
+240
| +8% | +$21.3K | 0.1% | 93 |
|
|
2018
Q4 | $237K | Hold |
3,160
| – | – | 0.08% | 109 |
|
|
2018
Q3 | $316K | Hold |
3,160
| – | – | 0.1% | 100 |
|
|
2018
Q2 | $268K | Buy |
3,160
+100
| +3% | +$8.48K | 0.09% | 111 |
|
|
2018
Q1 | $221K | Buy |
+3,060
| New | +$221K | 0.08% | 120 |
|