WBH Advisory’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 |
-2,454
| Closed | -$232K | – | 234 |
|
|
2018
Q1 | $232K | Hold |
2,454
| – | – | 0.06% | 209 |
|
|
2017
Q4 | $224K | Sell |
2,454
-9
| -0.4% | -$822 | 0.06% | 210 |
|
|
2017
Q3 | $252K | Hold |
2,463
| – | – | 0.07% | 198 |
|
|
2017
Q2 | $247K | Hold |
2,463
| – | – | 0.07% | 200 |
|
|
2017
Q1 | $240K | Sell |
2,463
-25
| -1% | -$2.44K | 0.07% | 210 |
|
|
2016
Q4 | $240K | Buy |
+2,488
| New | +$240K | 0.08% | 204 |
|