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 |
|