MWM
TWX
Mission Wealth Management’s Time Warner Inc TWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,710
| Closed | -$729K | – | 284 |
|
|
2018
Q1 | $729K | Buy |
7,710
+75
| +1% | +$7.09K | 0.12% | 91 |
|
|
2017
Q4 | $698K | Sell |
7,635
-1,561
| -17% | -$143K | 0.12% | 88 |
|
|
2017
Q3 | $942K | Hold |
9,196
| – | – | 0.17% | 69 |
|
|
2017
Q2 | $923K | Sell |
9,196
-2,900
| -24% | -$291K | 0.18% | 67 |
|
|
2017
Q1 | $1.18M | Buy |
12,096
+4,691
| +63% | +$458K | 0.23% | 52 |
|
|
2016
Q4 | $715K | Sell |
7,405
-2,038
| -22% | -$197K | 0.14% | 74 |
|
|
2016
Q3 | $752K | Hold |
9,443
| – | – | 0.18% | 62 |
|
|
2016
Q2 | $694K | Buy |
9,443
+7
| +0.1% | +$514 | 0.18% | 57 |
|
|
2016
Q1 | $685K | Hold |
9,436
| – | – | 0.18% | 60 |
|
|
2015
Q4 | $610K | Sell |
9,436
-1,505
| -14% | -$97.3K | 0.17% | 61 |
|
|
2015
Q3 | $752K | Buy |
10,941
+1,645
| +18% | +$113K | 0.23% | 45 |
|
|
2015
Q2 | $785K | Buy |
+9,296
| New | +$785K | 0.27% | 45 |
|