IWAG
Integer Wealth Advisors Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,033
| Closed | -$272K | – | 83 |
|
|
2020
Q4 | $272K | Sell |
1,033
-248
| -19% | -$65.3K | 0.18% | 63 |
|
|
2020
Q3 | $335K | Sell |
1,281
-153
| -11% | -$40K | 0.31% | 49 |
|
|
2020
Q2 | $351K | Sell |
1,434
-1,111
| -44% | -$272K | 0.36% | 41 |
|
|
2020
Q1 | $540K | Buy |
2,545
+382
| +18% | +$81.1K | 0.61% | 34 |
|
|
2019
Q4 | $454K | Buy |
+2,163
| New | +$454K | 0.45% | 40 |
|