Newman & Schimel’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
Q1
Sell
-777
Closed -$261K 51
2021
Q4
$261K Sell
777
-505
-39% -$170K 0.15% 41
2021
Q3
$435K Hold
1,282
0.27% 30
2021
Q2
$446K Hold
1,282
0.28% 31
2021
Q1
$378K Sell
1,282
-20
-2% -$5.9K 0.25% 35
2020
Q4
$356K Buy
+1,302
New +$356K 0.3% 34