Patriot Financial Group Insurance Agency’s Time Warner Inc TWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-837
| Closed | -$79K | – | 973 |
|
|
2018
Q1 | $79K | Sell |
837
-404
| -33% | -$38.1K | 0.06% | 248 |
|
|
2017
Q4 | $115K | Buy |
1,241
+2
| +0.2% | +$185 | 0.09% | 186 |
|
|
2017
Q3 | $128K | Buy |
1,239
+86
| +7% | +$8.89K | 0.11% | 148 |
|
|
2017
Q2 | $116K | Buy |
1,153
+44
| +4% | +$4.43K | 0.12% | 143 |
|
|
2017
Q1 | $109K | Buy |
1,109
+100
| +10% | +$9.83K | 0.11% | 141 |
|
|
2016
Q4 | $97K | Buy |
+1,009
| New | +$97K | 0.13% | 144 |
|