Retirement Design & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-9,182
| Closed | -$1.05M | – | 35 |
|
|
2016
Q2 | $1.05M | Buy |
9,182
+631
| +7% | +$72.1K | 0.66% | 33 |
|
|
2016
Q1 | $976K | Buy |
8,551
+400
| +5% | +$45.7K | 0.7% | 36 |
|
|
2015
Q4 | $853K | Buy |
8,151
+614
| +8% | +$64.3K | 0.48% | 44 |
|
|
2015
Q3 | $678K | Buy |
7,537
+585
| +8% | +$52.6K | 0.7% | 38 |
|
|
2015
Q2 | $596K | Buy |
6,952
+4,437
| +176% | +$380K | 0.51% | 44 |
|
|
2015
Q1 | $205K | Buy |
+2,515
| New | +$205K | 0.18% | 73 |
|