IWM
TWX

IHT Wealth Management’s Time Warner Inc TWX Stock Holding History

IHT Wealth Management’s Portfolio TWX Stock Details TWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-544
Closed -$52K – 1621
2018
Q1 		$52K Sell
544
-23
-4% -$2.17K 0.01% 668
2017
Q4 		$53K Buy
567
+31
+6% +$2.93K 0.01% 687
2017
Q3 		$55K Sell
536
-272
-34% -$27.6K 0.02% 496
2017
Q2 		$335 Buy
808
+400
+98% +$39.6K 0.16% 152
2017
Q1 		$40K Buy
408
+55
+16% +$5.32K 0.03% 477
2016
Q4 		$34K Buy
+353
New +$31.4K 0.03% 485

Other funds holding TWX

NC
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LTFS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wolverine Trading
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UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
NIM
NuWave Investment Management Parsippany, New Jersey $87.2M AUM 38.54% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $638M AUM 27.29% 1-Year Est. Return