OptiFour Integrated Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $228K | Buy |
+1,112
| New | +$228K | 0.16% | 67 |
|
|
2019
Q3 | – | Sell |
-1,112
| Closed | -$215K | – | 74 |
|
|
2019
Q2 | $215K | Buy |
+1,112
| New | +$215K | 0.15% | 76 |
|
|
2018
Q4 | – | Sell |
-1,341
| Closed | -$221K | – | 54 |
|
|
2018
Q3 | $221K | Sell |
1,341
-54
| -4% | -$8.9K | 0.18% | 52 |
|
|
2018
Q2 | $271K | Sell |
1,395
-31
| -2% | -$6.02K | 0.23% | 44 |
|
|
2018
Q1 | $228K | Sell |
1,426
-236
| -14% | -$37.7K | 0.19% | 53 |
|
|
2017
Q4 | $293K | Buy |
+1,662
| New | +$293K | 0.25% | 46 |
|