BTR Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-741
| Closed | -$251K | – | 176 |
|
|
2021
Q3 | $251K | Sell |
741
-100
| -12% | -$33.9K | 0.03% | 147 |
|
|
2021
Q2 | $292K | Buy |
841
+110
| +15% | +$38.2K | 0.04% | 142 |
|
|
2021
Q1 | $215K | Sell |
731
-200
| -21% | -$58.8K | 0.03% | 162 |
|
|
2020
Q4 | $254K | Buy |
+931
| New | +$254K | 0.04% | 151 |
|
|
2018
Q1 | – | Sell |
-1,554
| Closed | -$274K | – | 146 |
|
|
2017
Q4 | $274K | Buy |
1,554
+86
| +6% | +$15.2K | 0.05% | 126 |
|
|
2017
Q3 | $251K | Sell |
1,468
-550
| -27% | -$94K | 0.05% | 133 |
|
|
2017
Q2 | $305K | Hold |
2,018
| – | – | 0.06% | 122 |
|
|
2017
Q1 | $287K | Buy |
+2,018
| New | +$287K | 0.06% | 125 |
|