BAM
Bruderman Asset Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,336
| Closed | -$449K | – | 84 |
|
|
2021
Q4 | $449K | Hold |
1,336
| – | – | 0.34% | 64 |
|
|
2021
Q3 | $453K | Buy |
1,336
+82
| +7% | +$27.8K | 0.11% | 85 |
|
|
2021
Q2 | $436K | Buy |
1,254
+20
| +2% | +$6.95K | 0.14% | 56 |
|
|
2021
Q1 | $363K | Buy |
1,234
+275
| +29% | +$80.9K | 0.1% | 87 |
|
|
2020
Q4 | $262K | Buy |
+959
| New | +$262K | 0.08% | 93 |
|
|
2020
Q2 | – | Sell |
-1,939
| Closed | -$309K | – | 93 |
|
|
2020
Q1 | $309K | Buy |
+1,939
| New | +$309K | 0.12% | 75 |
|
|
2019
Q2 | – | Sell |
-2,200
| Closed | -$367K | – | 379 |
|
|
2019
Q1 | $367K | Sell |
2,200
-183
| -8% | -$30.5K | 0.08% | 104 |
|
|
2018
Q4 | $312K | Buy |
2,383
+2,263
| +1,886% | +$296K | 0.08% | 102 |
|
|
2018
Q3 | $20K | Sell |
120
-5,903
| -98% | -$984K | ﹤0.01% | 253 |
|
|
2018
Q2 | $1.17M | Buy |
6,023
+4,925
| +449% | +$957K | 0.28% | 66 |
|
|
2018
Q1 | $175K | Sell |
1,098
-42
| -4% | -$6.69K | 0.04% | 129 |
|
|
2017
Q4 | $201K | Sell |
1,140
-5,954
| -84% | -$1.05M | 0.05% | 120 |
|
|
2017
Q3 | $1.21M | Sell |
7,094
-218
| -3% | -$37.2K | 0.31% | 60 |
|
|
2017
Q2 | $1.1M | Buy |
7,312
+11
| +0.2% | +$1.66K | 0.29% | 63 |
|
|
2017
Q1 | $1.04M | Sell |
7,301
-354
| -5% | -$50.3K | 0.3% | 62 |
|
|
2016
Q4 | $881K | Sell |
7,655
-99
| -1% | -$11.4K | 0.27% | 69 |
|
|
2016
Q3 | $995K | Buy |
7,754
+7,422
| +2,236% | +$952K | 0.3% | 66 |
|
|
2016
Q2 | $38K | Hold |
332
| – | – | 0.01% | 222 |
|
|
2016
Q1 | $38K | Sell |
332
-325
| -49% | -$37.2K | 0.01% | 220 |
|
|
2015
Q4 | $69K | Hold |
657
| – | – | 0.03% | 178 |
|
|
2015
Q3 | $59K | Buy |
657
+200
| +44% | +$18K | 0.02% | 196 |
|
|
2015
Q2 | $39K | Buy |
457
+100
| +28% | +$8.53K | 0.02% | 245 |
|
|
2015
Q1 | $29K | Buy |
+357
| New | +$29K | 0.01% | 265 |
|