WealthPLAN Partners’s Time Warner Inc TWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-230
| Closed | -$22.6K | – | 481 |
|
|
2017
Q1 | $22.6K | Buy |
+230
| New | +$22.6K | 0.08% | 173 |
|
|
2016
Q3 | $65K | Sell |
821
-811
| -50% | -$64.2K | 0.02% | 295 |
|
|
2016
Q2 | $60.4K | Buy |
+1,632
| New | +$60.4K | 0.01% | 823 |
|
|
2015
Q4 | $7.84K | Buy |
+293
| New | +$7.84K | ﹤0.01% | 1222 |
|
|
2015
Q2 | $8K | Hold |
86
| – | – | ﹤0.01% | 324 |
|
|
2015
Q1 | $8K | Buy |
+86
| New | +$8K | ﹤0.01% | 399 |
|