SWM
SVA Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.13M | Sell |
18,770
-244
| -1% | -$66.6K | 0.45% | 49 |
|
|
2020
Q3 | $4.98M | Buy |
19,014
+285
| +2% | +$74.6K | 0.49% | 47 |
|
|
2020
Q2 | $4.25M | Buy |
18,729
+1,366
| +8% | +$310K | 0.45% | 52 |
|
|
2020
Q1 | $2.9M | Buy |
17,363
+1,177
| +7% | +$196K | 0.33% | 57 |
|
|
2019
Q4 | $3.32M | Sell |
16,186
-1,127
| -7% | -$231K | 0.3% | 69 |
|
|
2019
Q3 | $3.08M | Sell |
17,313
-64
| -0.4% | -$11.4K | 0.3% | 68 |
|
|
2019
Q2 | $3.35M | Buy |
17,377
+720
| +4% | +$139K | 0.33% | 65 |
|
|
2019
Q1 | $2.78M | Buy |
16,657
+4,194
| +34% | +$699K | 0.27% | 81 |
|
|
2018
Q4 | $1.63M | Sell |
12,463
-15,782
| -56% | -$2.07M | 0.18% | 96 |
|
|
2018
Q3 | $4.65M | Buy |
28,245
+684
| +2% | +$112K | 0.47% | 55 |
|
|
2018
Q2 | $5.36M | Buy |
27,561
+10,719
| +64% | +$2.08M | 0.58% | 51 |
|
|
2018
Q1 | $2.88M | Sell |
16,842
-1,777
| -10% | -$304K | 0.36% | 74 |
|
|
2017
Q4 | $3.29M | Buy |
18,619
+1,777
| +11% | +$314K | 0.39% | 69 |
|
|
2017
Q3 | $2.88M | Buy |
+16,842
| New | +$2.88M | 0.36% | 74 |
|