Wolf Group Capital Advisors’s American Well AMWL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,305
| Closed | -$109K | – | 106 |
|
2023
Q1 | $109K | Hold |
2,305
| – | – | 0.05% | 105 |
|
2022
Q4 | $130K | Hold |
2,305
| – | – | 0.06% | 116 |
|
2022
Q3 | $166K | Hold |
2,305
| – | – | 0.09% | 108 |
|
2022
Q2 | $199K | Hold |
2,305
| – | – | 0.1% | 107 |
|
2022
Q1 | $194K | Sell |
2,305
-4,610
| -67% | -$388K | 0.1% | 104 |
|
2021
Q4 | $835K | Buy |
6,915
+4,610
| +200% | +$557K | 0.14% | 92 |
|
2021
Q3 | $420K | Hold |
2,305
| – | – | 0.23% | 78 |
|
2021
Q2 | $580K | Hold |
2,305
| – | – | 0.31% | 73 |
|
2021
Q1 | $801K | Buy |
+2,305
| New | +$801K | 0.46% | 63 |
|