CWA
Cypress Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4.18M | Sell |
25,056
-194
| -0.8% | -$32.3K | 4.78% | 3 |
|
|
2018
Q4 | $3.31M | Buy |
25,250
+163
| +0.6% | +$21.4K | 4.55% | 3 |
|
|
2018
Q3 | $4.13M | Hold |
25,087
| – | – | 4.34% | 2 |
|
|
2018
Q2 | $4.88M | Buy |
25,087
+422
| +2% | +$82K | 5.28% | 2 |
|
|
2018
Q1 | $3.94M | Sell |
24,665
-1,033
| -4% | -$165K | 4.27% | 2 |
|
|
2017
Q4 | $4.54M | Sell |
25,698
-3,492
| -12% | -$616K | 4.35% | 2 |
|
|
2017
Q3 | $4.99M | Sell |
29,190
-12,179
| -29% | -$2.08M | 8.06% | 2 |
|
|
2017
Q2 | $6.25M | Sell |
41,369
-22,021
| -35% | -$3.32M | 7.29% | 2 |
|
|
2017
Q1 | $9.01M | Sell |
63,390
-1,685
| -3% | -$239K | 4.11% | 4 |
|
|
2016
Q4 | $7.49M | Sell |
65,075
-4,363
| -6% | -$502K | 3.42% | 5 |
|
|
2016
Q3 | $8.91M | Buy |
69,438
+1,145
| +2% | +$147K | 4.02% | 5 |
|
|
2016
Q2 | $7.81M | Sell |
68,293
-2,161
| -3% | -$247K | 3.86% | 5 |
|
|
2016
Q1 | $8.04M | Buy |
70,454
+8,193
| +13% | +$935K | 3.68% | 6 |
|
|
2015
Q4 | $6.52M | Sell |
62,261
-6,979
| -10% | -$730K | 3.3% | 6 |
|
|
2015
Q3 | $6.23M | Buy |
69,240
+8,133
| +13% | +$731K | 3.37% | 6 |
|
|
2015
Q2 | $5.24M | Buy |
+61,107
| New | +$5.24M | 3.07% | 4 |
|