Bison Wealth’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
Q1 | – | Sell |
-3,165
| Closed | -$290K | – | 220 |
|
|
2017
Q4 | $290K | Buy |
3,165
+953
| +43% | +$87.3K | 0.21% | 136 |
|
|
2017
Q3 | $227K | Hold |
2,212
| – | – | 0.18% | 156 |
|
|
2017
Q2 | $222K | Buy |
2,212
+106
| +5% | +$10.6K | 0.18% | 160 |
|
|
2017
Q1 | $206K | Sell |
2,106
-131
| -6% | -$12.8K | 0.18% | 160 |
|
|
2016
Q4 | $216K | Sell |
2,237
-768
| -26% | -$74.2K | 0.18% | 156 |
|
|
2016
Q3 | $239K | Buy |
+3,005
| New | +$239K | 0.2% | 143 |
|