1919 Socially Responsive Balanced Fund AMZN Holdings History
1919 Socially Responsive Balanced Fund's Amazon.com Inc Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 127,770.00 shares of Amazon.com Inc(AMZN), totaling $19.41 Mil. This investment constitutes 3.79% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2020Q1. And since then 1919 Socially Responsive Balanced Fund has made 7 purchases of AMZN, at an average price of $134.63, for a total of 150,420.00 shares. In addition, there have been 3 sales at an average price of $115.08 for 22,650.00 shares. Based on historical transaction data and AMZN's current price of $228.37, 1919 Socially Responsive Balanced Fund's estimated gain on his AMZN holdings is $11.53 Mil, reflecting a 56.96% gain to date.
1919 Socially Responsive Balanced Fund AMZN ($228.37) Holding Chart
1919 Socially Responsive Balanced Fund AMZN ($228.37) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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