SHWM
TWX
Smith & Howard Wealth Management’s Time Warner Inc TWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,137
| Closed | -$304K | – | 44 |
|
|
2016
Q2 | $304K | Sell |
4,137
-354
| -8% | -$26K | 0.15% | 39 |
|
|
2016
Q1 | $326K | Sell |
4,491
-509
| -10% | -$36.9K | 0.14% | 44 |
|
|
2015
Q4 | $323K | Sell |
5,000
-669
| -12% | -$43.2K | 0.16% | 43 |
|
|
2015
Q3 | $390K | Buy |
5,669
+3,207
| +130% | +$221K | 0.19% | 29 |
|
|
2015
Q2 | $215K | Hold |
2,462
| – | – | 0.09% | 80 |
|
|
2015
Q1 | $208K | Hold |
2,462
| – | – | 0.09% | 80 |
|
|
2014
Q4 | $210K | Buy |
+2,462
| New | +$210K | 0.1% | 49 |
|