Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $40K | Hold |
250
| – | – | 0.02% | 78 |
|
|
2022
Q1 | $56K | Buy |
250
+30
| +14% | +$6.72K | 0.03% | 63 |
|
|
2021
Q4 | $74K | Buy |
220
+20
| +10% | +$6.73K | 0.03% | 56 |
|
|
2021
Q3 | $68K | Hold |
200
| – | – | 0.03% | 53 |
|
|
2021
Q2 | $70K | Buy |
+200
| New | +$70K | 0.03% | 51 |
|
|
2020
Q1 | $36K | Sell |
215
-6
| -3% | -$1.01K | 0.03% | 57 |
|
|
2019
Q4 | $45K | Buy |
+221
| New | +$45K | 0.02% | 124 |
|
|
2019
Q2 | $46K | Hold |
240
| – | – | 0.02% | 145 |
|
|
2019
Q1 | $46K | Sell |
240
-1,703
| -88% | -$326K | 0.02% | 145 |
|
|
2018
Q4 | $255K | Buy |
+1,943
| New | +$255K | 0.1% | 120 |
|