CWM
TWX

Catamount Wealth Management’s Time Warner Inc TWX Stock Holding History

Catamount Wealth Management’s Portfolio TWX Stock Details TWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-531
Closed -$50K – 205
2018
Q1 		$50K Hold
531
– – 0.03% 79
2017
Q4 		$49K Sell
531
-200
-27% -$18.9K 0.03% 79
2017
Q3 		$75K Hold
731
– – 0.04% 61
2017
Q2 		$73K Hold
731
– – 0.04% 69
2017
Q1 		$71K Hold
731
– – 0.05% 67
2016
Q4 		$71K Sell
731
-16
-2% -$1.42K 0.06% 57
2016
Q3 		$60K Sell
747
-25
-3% -$1.95K 0.05% 60
2016
Q2 		$57K Hold
772
– – 0.07% 44
2016
Q1 		$56K Buy
772
+25
+3% +$1.72K 0.06% 46
2015
Q4 		$48K Sell
747
-161
-18% -$11.3K 0.04% 51
2015
Q3 		$62K Sell
908
-233
-20% -$18.3K 0.06% 42
2015
Q2 		$100K Hold
1,141
– – 0.08% 46
2015
Q1 		$96K Sell
1,141
-50
-4% -$4.16K 0.08% 39
2014
Q4 		$102K Buy
+1,191
New +$94.9K 0.1% 35

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NIM
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SFG
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