Moneta Group Investment Advisors’s Time Warner Inc TWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,807
| Closed | -$171K | – | 687 |
|
|
2018
Q1 | $171K | Buy |
1,807
+205
| +13% | +$19.4K | 0.02% | 207 |
|
|
2017
Q4 | $147K | Buy |
+1,602
| New | +$147K | 0.02% | 210 |
|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$69K | – | 487 |
|
|
2015
Q3 | $69K | Buy |
+1,000
| New | +$69K | 0.02% | 206 |
|