EWA
TWX
EP Wealth Advisors’s Time Warner Inc TWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,587
| Closed | -$245K | – | 219 |
|
|
2018
Q1 | $245K | Buy |
2,587
+177
| +7% | +$16.8K | 0.02% | 178 |
|
|
2017
Q4 | $220K | Buy |
2,410
+3
| +0.1% | +$274 | 0.02% | 178 |
|
|
2017
Q3 | $247K | Sell |
2,407
-282
| -10% | -$28.9K | 0.03% | 152 |
|
|
2017
Q2 | $270K | Sell |
2,689
-127
| -5% | -$12.8K | 0.03% | 145 |
|
|
2017
Q1 | $275K | Buy |
2,816
+100
| +4% | +$9.77K | 0.04% | 126 |
|
|
2016
Q4 | $248K | Buy |
+2,716
| New | +$248K | 0.04% | 122 |
|