IFP Advisors’s Time Warner Inc TWX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Hold
0
5404
2021
Q2
Hold
0
5211
2021
Q1
Hold
0
5027
2020
Q4
Hold
0
4784
2020
Q3
Hold
0
4577
2020
Q2
Hold
0
4340
2020
Q1
Hold
0
4192
2018
Q2
Sell
-6,541
Closed -$599K 4165
2018
Q1
$599K Buy
6,541
+500
+8% +$45.8K 0.03% 554
2017
Q4
$553K Sell
6,041
-21,097
-78% -$1.93M 0.03% 583
2017
Q3
$2.78M Sell
27,138
-15
-0.1% -$1.54K 0.11% 199
2017
Q2
$2.73M Sell
27,153
-733
-3% -$73.6K 0.12% 201
2017
Q1
$2.73M Buy
27,886
+1,680
+6% +$164K 0.12% 190
2016
Q4
$2.53M Buy
26,206
+4,963
+23% +$479K 0.12% 186
2016
Q3
$1.69M Sell
21,243
-374
-2% -$29.8K 0.09% 251
2016
Q2
$1.59M Buy
+21,617
New +$1.59M 0.09% 252
2016
Q1
Sell
-21,916
Closed -$1.42M 3956
2015
Q4
$1.42M Buy
+21,916
New +$1.42M 0.1% 229