VWM
Vector Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $350K | Buy |
3,038
+56
| +2% | +$6.45K | 0.25% | 55 |
|
|
2016
Q3 | $382K | Sell |
2,982
-154
| -5% | -$19.7K | 0.26% | 50 |
|
|
2016
Q2 | $359K | Sell |
3,136
-542
| -15% | -$62K | 0.24% | 52 |
|
|
2016
Q1 | $419K | Sell |
3,678
-93
| -2% | -$10.6K | 0.31% | 39 |
|
|
2015
Q4 | $395K | Buy |
3,771
+49
| +1% | +$5.13K | 0.31% | 39 |
|
|
2015
Q3 | $388K | Buy |
3,722
+858
| +30% | +$89.4K | 0.31% | 41 |
|
|
2015
Q2 | $246K | Buy |
2,864
+223
| +8% | +$19.2K | 0.19% | 64 |
|
|
2015
Q1 | $217K | Buy |
2,641
+41
| +2% | +$3.37K | 0.18% | 72 |
|
|
2014
Q4 | $203K | Hold |
2,600
| – | – | 0.15% | 69 |
|
|
2014
Q3 | $206K | Buy |
+2,600
| New | +$206K | 0.15% | 55 |
|
|
2014
Q2 | – | Sell |
-3,342
| Closed | -$202K | – | 55 |
|
|
2014
Q1 | $202K | Sell |
3,342
-1,977
| -37% | -$119K | 0.15% | 53 |
|
|
2013
Q4 | $291K | Sell |
5,319
-2,414
| -31% | -$132K | 0.21% | 37 |
|
|
2013
Q3 | $388K | Buy |
+7,733
| New | +$388K | 0.28% | 33 |
|