CWA
Core Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-246
| Closed | -$119K | – | 163 |
|
|
2024
Q1 | $119K | Hold |
246
| – | – | 0.04% | 67 |
|
|
2023
Q4 | $87.1K | Buy |
246
+240
| +4,000% | +$85K | 0.03% | 70 |
|
|
2023
Q3 | $1.8K | Hold |
6
| – | – | ﹤0.01% | 220 |
|
|
2023
Q2 | $1.72K | Hold |
6
| – | – | ﹤0.01% | 219 |
|
|
2023
Q1 | $1.27K | Hold |
6
| – | – | ﹤0.01% | 230 |
|
|
2022
Q4 | $722 | Sell |
6
-25
| -81% | -$3.01K | ﹤0.01% | 250 |
|
|
2022
Q3 | $4K | Sell |
31
-34
| -52% | -$4.39K | ﹤0.01% | 184 |
|
|
2022
Q2 | $10K | Sell |
65
-469
| -88% | -$72.2K | 0.01% | 141 |
|
|
2022
Q1 | $119K | Buy |
534
+355
| +198% | +$79.1K | 0.07% | 50 |
|
|
2021
Q4 | $60K | Sell |
179
-2,957
| -94% | -$991K | 0.04% | 77 |
|
|
2021
Q3 | $1.06M | Buy |
3,136
+2,960
| +1,682% | +$1M | 0.71% | 20 |
|
|
2021
Q2 | $61K | Sell |
176
-1,878
| -91% | -$651K | 0.04% | 64 |
|
|
2021
Q1 | $605K | Buy |
2,054
+225
| +12% | +$66.3K | 0.53% | 21 |
|
|
2020
Q4 | $500K | Buy |
1,829
+87
| +5% | +$23.8K | 0.45% | 25 |
|
|
2020
Q3 | $456K | Sell |
1,742
-290
| -14% | -$75.9K | 0.43% | 27 |
|
|
2020
Q2 | $461K | Buy |
2,032
+1,082
| +114% | +$245K | 0.41% | 29 |
|
|
2020
Q1 | $158K | Buy |
+950
| New | +$158K | 0.12% | 39 |
|