BT Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,059
| Closed | -$235K | – | 73 |
|
|
2022
Q1 | $235K | Sell |
1,059
-32
| -3% | -$7.1K | 0.06% | 63 |
|
|
2021
Q4 | $367K | Buy |
1,091
+23
| +2% | +$7.74K | 0.1% | 46 |
|
|
2021
Q3 | $362K | Hold |
1,068
| – | – | 0.11% | 38 |
|
|
2021
Q2 | $371K | Buy |
+1,068
| New | +$371K | 0.11% | 39 |
|
|
2019
Q1 | – | Sell |
-2,971
| Closed | -$487K | – | 85 |
|
|
2018
Q4 | $487K | Buy |
+2,971
| New | +$487K | 0.21% | 54 |
|