Kays Financial Advisory’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$4.8M Sell
18,318
-1,310
-7% -$343K 0.77% 20
2020
Q2
$4.46M Buy
19,628
+1,029
+6% +$234K 0.78% 23
2020
Q1
$3.1M Buy
18,599
+854
+5% +$142K 0.64% 30
2019
Q4
$3.64M Sell
17,745
-583
-3% -$120K 0.64% 30
2019
Q3
$3.26M Sell
18,328
-122
-0.7% -$21.7K 0.6% 31
2019
Q2
$3.56M Sell
18,450
-136
-0.7% -$26.2K 0.65% 27
2019
Q1
$3.1M Buy
18,586
+3,505
+23% +$584K 0.6% 31
2018
Q4
$1.98M Buy
15,081
+1,165
+8% +$153K 0.45% 43
2018
Q3
$2.29M Buy
13,916
+5,264
+61% +$866K 0.49% 35
2018
Q2
$1.68M Buy
+8,652
New +$1.68M 0.37% 37
2018
Q1
Sell
-2,104
Closed -$371K 82
2017
Q4
$371K Buy
2,104
+414
+24% +$73K 0.11% 63
2017
Q3
$289K Buy
+1,690
New +$289K 0.09% 67