Strategic Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.95M | Sell |
8,482
-294
| -3% | -$102K | 1.08% | 14 |
|
|
2021
Q1 | $2.59M | Sell |
8,776
-150
| -2% | -$44.2K | 0.99% | 14 |
|
|
2020
Q4 | $2.44M | Sell |
8,926
-278
| -3% | -$75.9K | 1.05% | 12 |
|
|
2020
Q3 | $2.41M | Buy |
9,204
+52
| +0.6% | +$13.6K | 1.17% | 12 |
|
|
2020
Q2 | $2.08M | Buy |
9,152
+43
| +0.5% | +$9.76K | 1.23% | 13 |
|
|
2020
Q1 | $1.52M | Sell |
9,109
-510
| -5% | -$85K | 1.13% | 13 |
|
|
2019
Q4 | $1.97M | Sell |
9,619
-910
| -9% | -$187K | 1.28% | 11 |
|
|
2019
Q3 | $1.88M | Sell |
10,529
-410
| -4% | -$73K | 1.35% | 10 |
|
|
2019
Q2 | $2.11M | Sell |
10,939
-366
| -3% | -$70.6K | 1.61% | 10 |
|
|
2019
Q1 | $1.88M | Sell |
11,305
-219
| -2% | -$36.5K | 1.54% | 10 |
|
|
2018
Q4 | $1.51M | Buy |
+11,524
| New | +$1.51M | 1.45% | 9 |
|