WESPAC Advisors SoCal’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,780
| Closed | -$232K | – | 76 |
|
|
2020
Q2 | $232K | Sell |
9,780
-12,780
| -57% | -$303K | 0.11% | 70 |
|
|
2020
Q1 | $475K | Buy |
22,560
+1,132
| +5% | +$23.8K | 0.26% | 49 |
|
|
2019
Q4 | $580K | Sell |
21,428
-2,332
| -10% | -$63.1K | 0.28% | 54 |
|
|
2019
Q3 | $573K | Sell |
23,760
-3,740
| -14% | -$90.2K | 0.28% | 52 |
|
|
2019
Q2 | $659K | Sell |
27,500
-1,000
| -4% | -$24K | 0.35% | 49 |
|
|
2019
Q1 | $672K | Sell |
28,500
-2,400
| -8% | -$56.6K | 0.37% | 47 |
|
|
2018
Q4 | $625K | Sell |
30,900
-1,000
| -3% | -$20.2K | 0.39% | 40 |
|
|
2018
Q3 | $749K | Buy |
31,900
+2,200
| +7% | +$51.7K | 0.38% | 46 |
|
|
2018
Q2 | $647K | Sell |
29,700
-2,100
| -7% | -$45.7K | 0.37% | 47 |
|
|
2018
Q1 | $684K | Buy |
31,800
+2,100
| +7% | +$45.2K | 0.4% | 46 |
|
|
2017
Q4 | $651K | Sell |
29,700
-200
| -0.7% | -$4.38K | 0.37% | 48 |
|
|
2017
Q3 | $632K | Sell |
29,900
-1,200
| -4% | -$25.4K | 0.38% | 45 |
|
|
2017
Q2 | $573K | Hold |
31,100
| – | – | 0.37% | 47 |
|
|
2017
Q1 | $553K | Buy |
31,100
+2,960
| +11% | +$52.7K | 0.34% | 49 |
|
|
2016
Q4 | $473K | Buy |
28,140
+600
| +2% | +$10.1K | 0.31% | 50 |
|
|
2016
Q3 | $447K | Hold |
27,540
| – | – | 0.3% | 54 |
|
|
2016
Q2 | $395K | Sell |
27,540
-700
| -2% | -$10K | 0.26% | 60 |
|
|
2016
Q1 | $408K | Buy |
28,240
+4,940
| +21% | +$71.4K | 0.3% | 54 |
|
|
2015
Q4 | $304K | Buy |
+23,300
| New | +$304K | 0.2% | 69 |
|