BSW
TWX
Buckingham Strategic Wealth’s Time Warner Inc TWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,816
| Closed | -$550K | – | 372 |
|
|
2018
Q1 | $550K | Buy |
5,816
+535
| +10% | +$50.6K | 0.11% | 160 |
|
|
2017
Q4 | $483K | Buy |
5,281
+72
| +1% | +$6.59K | 0.1% | 170 |
|
|
2017
Q3 | $534K | Buy |
5,209
+37
| +0.7% | +$3.79K | 0.13% | 149 |
|
|
2017
Q2 | $519K | Sell |
5,172
-525
| -9% | -$52.7K | 0.12% | 155 |
|
|
2017
Q1 | $557K | Sell |
5,697
-342
| -6% | -$33.4K | 0.16% | 125 |
|
|
2016
Q4 | $583K | Buy |
6,039
+162
| +3% | +$15.6K | 0.19% | 103 |
|
|
2016
Q3 | $468K | Sell |
5,877
-870
| -13% | -$69.3K | 0.16% | 112 |
|
|
2016
Q2 | $496K | Sell |
6,747
-23
| -0.3% | -$1.69K | 0.17% | 114 |
|
|
2016
Q1 | $491K | Buy |
+6,770
| New | +$491K | 0.16% | 109 |
|
|
2015
Q4 | – | Sell |
-2,946
| Closed | -$203K | – | 228 |
|
|
2015
Q3 | $203K | Sell |
2,946
-975
| -25% | -$67.2K | 0.07% | 192 |
|
|
2015
Q2 | $343K | Buy |
3,921
+1,028
| +36% | +$89.9K | 0.11% | 138 |
|
|
2015
Q1 | $244K | Buy |
2,893
+13
| +0.5% | +$1.1K | 0.09% | 175 |
|
|
2014
Q4 | $246K | Buy |
2,880
+123
| +4% | +$10.5K | 0.1% | 163 |
|
|
2014
Q3 | $207K | Buy |
+2,757
| New | +$207K | 0.09% | 166 |
|