Valeo Financial Advisors’s Time Warner Inc TWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-20,397
Closed -$1.93M 1826
2018
Q1
$1.93M Buy
20,397
+7,430
+57% +$703K 0.31% 61
2017
Q4
$1.19M Buy
12,967
+9,475
+271% +$867K 0.19% 91
2017
Q3
$358K Buy
+3,492
New +$358K 0.08% 154