WESPAC Advisors SoCal’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,600
| Closed | -$37K | – | 94 |
|
|
2019
Q1 | $37K | Hold |
2,600
| – | – | 0.02% | 129 |
|
|
2018
Q4 | $37K | Hold |
2,600
| – | – | 0.02% | 135 |
|
|
2018
Q3 | $41K | Buy |
+2,600
| New | +$41K | 0.02% | 135 |
|
|
2018
Q2 | – | Sell |
-2,600
| Closed | -$49K | – | 101 |
|
|
2018
Q1 | $49K | Hold |
2,600
| – | – | 0.03% | 114 |
|
|
2017
Q4 | $44K | Hold |
2,600
| – | – | 0.03% | 121 |
|
|
2017
Q3 | $46K | Hold |
2,600
| – | – | 0.03% | 128 |
|
|
2017
Q2 | $41K | Hold |
2,600
| – | – | 0.03% | 125 |
|
|
2017
Q1 | $36.8K | Hold |
2,600
| – | – | 0.02% | 125 |
|
|
2016
Q4 | $32.7K | Hold |
2,600
| – | – | 0.02% | 126 |
|
|
2016
Q3 | $29.7K | Hold |
2,600
| – | – | 0.02% | 130 |
|
|
2016
Q2 | $31.9K | Hold |
2,600
| – | – | 0.02% | 132 |
|
|
2016
Q1 | $40.4K | Hold |
2,600
| – | – | 0.03% | 122 |
|
|
2015
Q4 | $36K | Buy |
+2,600
| New | +$36K | 0.02% | 138 |
|