Integrated Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.85M | Sell |
13,048
-329
| -2% | -$46.7K | 0.62% | 43 |
|
|
2016
Q4 | $1.54M | Sell |
13,377
-961
| -7% | -$111K | 0.57% | 51 |
|
|
2016
Q3 | $1.84M | Sell |
14,338
-455
| -3% | -$58.4K | 0.66% | 41 |
|
|
2016
Q2 | $1.69M | Buy |
14,793
+2,648
| +22% | +$303K | 0.65% | 37 |
|
|
2016
Q1 | $1.39M | Buy |
12,145
+683
| +6% | +$77.9K | 0.58% | 43 |
|
|
2015
Q4 | $1.2M | Buy |
11,462
+35
| +0.3% | +$3.66K | 0.52% | 47 |
|
|
2015
Q3 | $1.03M | Buy |
11,427
+626
| +6% | +$56.3K | 0.45% | 55 |
|
|
2015
Q2 | $926K | Buy |
10,801
+357
| +3% | +$30.6K | 0.36% | 61 |
|
|
2015
Q1 | $858K | Buy |
+10,444
| New | +$858K | 0.36% | 63 |
|