Personal Wealth Partners’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 |
-748
| Closed | -$252K | – | 77 |
|
|
2021
Q4 | $252K | Hold |
748
| – | – | 0.1% | 71 |
|
|
2021
Q3 | $254K | Hold |
748
| – | – | 0.11% | 70 |
|
|
2021
Q2 | $260K | Hold |
748
| – | – | 0.1% | 66 |
|
|
2021
Q1 | $220K | Buy |
+748
| New | +$220K | 0.1% | 73 |
|
|
2020
Q1 | – | Sell |
-481
| Closed | -$99K | – | 381 |
|
|
2019
Q4 | $99K | Hold |
481
| – | – | 0.04% | 101 |
|
|
2019
Q3 | $86K | Buy |
481
+55
| +13% | +$9.83K | 0.04% | 109 |
|
|
2019
Q2 | $82K | Buy |
+426
| New | +$82K | 0.04% | 97 |
|