CWM
TWX
Connecticut Wealth Management’s Time Warner Inc TWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,166
| Closed | -$431K | – | 67 |
|
|
2017
Q3 | $431K | Hold |
4,166
| – | – | 0.25% | 38 |
|
|
2017
Q2 | $419K | Sell |
4,166
-33
| -0.8% | -$3.32K | 0.25% | 38 |
|
|
2017
Q1 | $413K | Buy |
4,199
+33
| +0.8% | +$3.25K | 0.25% | 40 |
|
|
2016
Q4 | $390K | Hold |
4,166
| – | – | 0.25% | 38 |
|
|
2016
Q3 | $330K | Buy |
+4,166
| New | +$330K | 0.24% | 42 |
|