JWM
Jacobus Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $294K | Hold |
1,719
| – | – | 0.08% | 133 |
|
|
2017
Q2 | $260K | Buy |
1,719
+399
| +30% | +$60.3K | 0.07% | 141 |
|
|
2017
Q1 | $188K | Buy |
1,320
+400
| +43% | +$57K | 0.05% | 156 |
|
|
2016
Q4 | $106K | Sell |
920
-20
| -2% | -$2.3K | 0.03% | 195 |
|
|
2016
Q3 | $121K | Buy |
+940
| New | +$121K | 0.04% | 208 |
|
|
2016
Q2 | – | Sell |
-911
| Closed | -$104K | – | 243 |
|
|
2016
Q1 | $104K | Sell |
911
-232
| -20% | -$26.5K | 0.03% | 263 |
|
|
2015
Q4 | $120K | Buy |
+1,143
| New | +$120K | 0.03% | 259 |
|
|
2015
Q3 | – | Sell |
-1,395
| Closed | -$120K | – | 300 |
|
|
2015
Q2 | $120K | Sell |
1,395
-589
| -30% | -$50.7K | 0.03% | 283 |
|
|
2015
Q1 | $163K | Hold |
1,984
| – | – | 0.04% | 234 |
|
|
2014
Q4 | $155K | Sell |
1,984
-61
| -3% | -$4.77K | 0.04% | 234 |
|
|
2014
Q3 | $162K | Sell |
2,045
-571
| -22% | -$45.2K | 0.04% | 227 |
|
|
2014
Q2 | $176K | Sell |
2,616
-1,222
| -32% | -$82.2K | 0.05% | 228 |
|
|
2014
Q1 | $231K | Buy |
3,838
+476
| +14% | +$28.6K | 0.06% | 206 |
|
|
2013
Q4 | $184K | Buy |
+3,362
| New | +$184K | 0.05% | 221 |
|