Avantax Planning Partners’s Time Warner Inc TWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-743
| Closed | -$70K | – | 1829 |
|
|
2018
Q1 | $70K | Buy |
+743
| New | +$70K | 0.01% | 469 |
|
|
2017
Q4 | – | Sell |
-8,149
| Closed | -$835K | – | 369 |
|
|
2017
Q3 | $835K | Buy |
8,149
+266
| +3% | +$27.3K | 0.07% | 138 |
|
|
2017
Q2 | $792K | Sell |
7,883
-16
| -0.2% | -$1.61K | 0.07% | 136 |
|
|
2017
Q1 | $772K | Sell |
7,899
-18
| -0.2% | -$1.76K | 0.07% | 137 |
|
|
2016
Q4 | $764K | Buy |
+7,917
| New | +$764K | 0.08% | 119 |
|