RGT Wealth Advisors’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
Q3 | $213K | Sell |
1,573
-458
| -23% | -$62K | 0.03% | 70 |
|
|
2022
Q2 | $327K | Buy |
+2,031
| New | +$327K | 0.05% | 66 |
|
|
2022
Q1 | – | Sell |
-799
| Closed | -$269K | – | 242 |
|
|
2021
Q4 | $269K | Sell |
799
-142
| -15% | -$47.8K | 0.04% | 77 |
|
|
2021
Q3 | $319K | Buy |
941
+133
| +16% | +$45.1K | 0.06% | 36 |
|
|
2021
Q2 | $281K | Sell |
808
-105
| -12% | -$36.5K | 0.05% | 43 |
|
|
2021
Q1 | $269K | Sell |
913
-138
| -13% | -$40.7K | 0.05% | 46 |
|
|
2020
Q4 | $287K | Buy |
+1,051
| New | +$287K | 0.06% | 50 |
|
|
2018
Q3 | – | Sell |
-1,319
| Closed | -$256K | – | 45 |
|
|
2018
Q2 | $256K | Sell |
1,319
-26,191
| -95% | -$5.08M | 0.82% | 31 |
|
|
2018
Q1 | $4.4M | Buy |
27,510
+724
| +3% | +$116K | 2.11% | 12 |
|
|
2017
Q4 | $4.73M | Sell |
26,786
-4,944
| -16% | -$872K | 2.53% | 10 |
|
|
2017
Q3 | $5.42M | Sell |
31,730
-4,311
| -12% | -$737K | 3.61% | 6 |
|
|
2017
Q2 | $5.44M | Buy |
36,041
+413
| +1% | +$62.3K | 3.72% | 6 |
|
|
2017
Q1 | $5.06M | Sell |
35,628
-1,654
| -4% | -$235K | 3.43% | 7 |
|
|
2016
Q4 | $4.29M | Sell |
37,282
-746
| -2% | -$85.8K | 2.41% | 11 |
|
|
2016
Q3 | $4.86M | Buy |
+38,028
| New | +$4.86M | 3.01% | 8 |
|