Willingdon Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $8.16M | Sell |
83,680
-5,120
| -6% | -$499K | 2.05% | 11 |
|
|
2019
Q4 | $8.2M | Buy |
88,800
+2,080
| +2% | +$192K | 1.69% | 18 |
|
|
2019
Q3 | $7.53M | Buy |
86,720
+9,840
| +13% | +$854K | 1.65% | 16 |
|
|
2019
Q2 | $7.28M | Buy |
76,880
+22,400
| +41% | +$2.12M | 1.69% | 11 |
|
|
2019
Q1 | $4.85M | Sell |
54,480
-2,460
| -4% | -$219K | 1.19% | 25 |
|
|
2018
Q4 | $4.28M | Buy |
56,940
+25,260
| +80% | +$1.9M | 1.23% | 19 |
|
|
2018
Q3 | $3.17M | Buy |
31,680
+29,860
| +1,641% | +$2.99M | 0.87% | 45 |
|
|
2018
Q2 | $155K | Sell |
1,820
-220
| -11% | -$18.7K | 0.05% | 125 |
|
|
2018
Q1 | $148K | Buy |
2,040
+600
| +42% | +$43.5K | 0.05% | 127 |
|
|
2017
Q4 | $84K | Buy |
1,440
+800
| +125% | +$46.7K | 0.03% | 140 |
|
|
2017
Q3 | $31K | Buy |
+640
| New | +$31K | 0.01% | 169 |
|