HGWM
Harvest Group Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-690
| Closed | -$188K | – | 433 |
|
|
2020
Q4 | $188K | Buy |
690
+25
| +4% | +$6.81K | 0.11% | 43 |
|
|
2020
Q3 | $174K | Buy |
665
+102
| +18% | +$26.7K | 0.12% | 41 |
|
|
2020
Q2 | $127K | Sell |
563
-18
| -3% | -$4.06K | 0.11% | 44 |
|
|
2020
Q1 | $96K | Hold |
581
| – | – | 0.1% | 53 |
|
|
2019
Q4 | $119K | Hold |
581
| – | – | 0.1% | 51 |
|
|
2019
Q3 | $103K | Hold |
581
| – | – | 0.13% | 52 |
|
|
2019
Q2 | $112K | Sell |
581
-11,104
| -95% | -$2.14M | 0.14% | 40 |
|
|
2019
Q1 | $1.95M | Sell |
11,685
-336
| -3% | -$56K | 1.79% | 12 |
|
|
2018
Q4 | $1.58M | Sell |
12,021
-333
| -3% | -$43.7K | 2.04% | 9 |
|
|
2018
Q3 | $2.03M | Sell |
12,354
-91
| -0.7% | -$15K | 1.42% | 10 |
|
|
2018
Q2 | $2.42M | Buy |
12,445
+15
| +0.1% | +$2.91K | 1.67% | 15 |
|
|
2018
Q1 | $1.99M | Buy |
12,430
+286
| +2% | +$45.7K | 1.34% | 15 |
|
|
2017
Q4 | $2.14M | Buy |
+12,144
| New | +$2.14M | 1.31% | 16 |
|