Integrated Wealth Management’s Time Warner Inc TWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $209K | Buy |
2,132
+17
| +0.8% | +$1.67K | 0.07% | 247 |
|
|
2016
Q4 | $204K | Sell |
2,115
-266
| -11% | -$25.7K | 0.08% | 233 |
|
|
2016
Q3 | $190K | Sell |
2,381
-342
| -13% | -$27.3K | 0.07% | 233 |
|
|
2016
Q2 | $201K | Sell |
2,723
-21
| -0.8% | -$1.55K | 0.08% | 216 |
|
|
2016
Q1 | $200K | Sell |
2,744
-110
| -4% | -$8.02K | 0.08% | 186 |
|
|
2015
Q4 | $184K | Sell |
2,854
-1,132
| -28% | -$73K | 0.08% | 200 |
|
|
2015
Q3 | $274K | Buy |
3,986
+506
| +15% | +$34.8K | 0.12% | 143 |
|
|
2015
Q2 | $304K | Buy |
3,480
+650
| +23% | +$56.8K | 0.12% | 138 |
|
|
2015
Q1 | $239K | Buy |
+2,830
| New | +$239K | 0.1% | 160 |
|