LWA
Lenox Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $595K | Sell |
2,675
-707
| -21% | -$157K | 0.07% | 61 |
|
|
2021
Q4 | $1.14M | Buy |
3,382
+93
| +3% | +$31.3K | 0.14% | 43 |
|
|
2021
Q3 | $1.12M | Buy |
3,289
+685
| +26% | +$232K | 0.14% | 43 |
|
|
2021
Q2 | $905K | Sell |
2,604
-75
| -3% | -$26.1K | 0.12% | 48 |
|
|
2021
Q1 | $789K | Sell |
2,679
-3,870
| -59% | -$1.14M | 0.11% | 37 |
|
|
2020
Q4 | $1.79M | Buy |
6,549
+344
| +6% | +$94K | 0.25% | 23 |
|
|
2020
Q3 | $1.63M | Buy |
6,205
+1,508
| +32% | +$395K | 0.24% | 27 |
|
|
2020
Q2 | $1.07M | Buy |
4,697
+25
| +0.5% | +$5.68K | 0.17% | 30 |
|
|
2020
Q1 | $779K | Sell |
4,672
-2,733
| -37% | -$456K | 0.15% | 30 |
|
|
2019
Q4 | $1.52M | Buy |
7,405
+2,374
| +47% | +$487K | 0.24% | 27 |
|
|
2019
Q3 | $896K | Buy |
5,031
+1,394
| +38% | +$248K | 0.15% | 33 |
|
|
2019
Q2 | $702K | Buy |
3,637
+212
| +6% | +$40.9K | 0.12% | 32 |
|
|
2019
Q1 | $571K | Buy |
3,425
+47
| +1% | +$7.84K | 0.11% | 33 |
|
|
2018
Q4 | $443K | Sell |
3,378
-1,500
| -31% | -$197K | 0.09% | 37 |
|
|
2018
Q3 | $802K | Buy |
4,878
+2,982
| +157% | +$490K | 0.16% | 26 |
|
|
2018
Q2 | $368K | Sell |
1,896
-942
| -33% | -$183K | 0.08% | 33 |
|
|
2018
Q1 | $453K | Buy |
2,838
+2,055
| +262% | +$328K | 0.11% | 30 |
|
|
2017
Q4 | $138K | Buy |
783
+773
| +7,730% | +$136K | 0.04% | 62 |
|
|
2017
Q3 | $2K | Sell |
10
-357
| -97% | -$71.4K | ﹤0.01% | 160 |
|
|
2017
Q2 | $55K | Buy |
+367
| New | +$55K | 0.02% | 51 |
|
|
2017
Q1 | – | Sell |
-1,290
| Closed | -$148K | – | 103 |
|
|
2016
Q4 | $148K | Hold |
1,290
| – | – | 0.05% | 29 |
|
|
2016
Q3 | $165K | Sell |
1,290
-325
| -20% | -$41.6K | 0.05% | 40 |
|
|
2016
Q2 | $185K | Buy |
1,615
+325
| +25% | +$37.2K | 0.05% | 40 |
|
|
2016
Q1 | $147K | Buy |
1,290
+542
| +72% | +$61.8K | 0.04% | 45 |
|
|
2015
Q4 | $78K | Buy |
748
+713
| +2,037% | +$74.4K | 0.02% | 64 |
|
|
2015
Q3 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 315 |
|
|
2015
Q2 | – | Sell |
-35
| Closed | -$3K | – | 321 |
|
|
2015
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 284 |
|
|
2014
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 290 |
|
|
2014
Q1 | – | Sell |
-202
| Closed | -$11K | – | 282 |
|
|
2013
Q4 | $11K | Buy |
202
+102
| +102% | +$5.55K | 0.01% | 160 |
|
|
2013
Q3 | $5K | Sell |
100
-200
| -67% | -$10K | ﹤0.01% | 168 |
|
|
2013
Q2 | $7K | Buy |
+300
| New | +$7K | 0.01% | 148 |
|