TWM
Torch Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-4,838
| Closed | -$854K | – | 103 |
|
2017
Q4 | $854K | Buy |
4,838
+583
| +14% | +$103K | 0.52% | 62 |
|
2017
Q3 | $727K | Sell |
4,255
-65
| -2% | -$11.1K | 0.48% | 60 |
|
2017
Q2 | $652K | Sell |
4,320
-150
| -3% | -$22.6K | 0.45% | 57 |
|
2017
Q1 | $635K | Buy |
4,470
+100
| +2% | +$14.2K | 0.42% | 61 |
|
2016
Q4 | $503K | Buy |
+4,370
| New | +$503K | 0.35% | 66 |
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$67K | – | 187 |
|
2014
Q2 | $67K | Buy |
+1,000
| New | +$67K | 0.05% | 142 |
|