Lake Street Advisors Group’s Time Warner Inc TWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-5,355
Closed -$507K 357
2018
Q1
$507K Buy
5,355
+110
+2% +$10.4K 0.06% 133
2017
Q4
$480K Buy
+5,245
New +$480K 0.05% 149