Westside Investment Management’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 |
-2,896
| Closed | -$275K | – | 850 |
|
2018
Q1 | $275K | Hold |
2,896
| – | – | 0.15% | 135 |
|
2017
Q4 | $270K | Hold |
2,896
| – | – | 0.15% | 134 |
|
2017
Q3 | $299K | Hold |
2,896
| – | – | 0.18% | 113 |
|
2017
Q2 | $291K | Buy |
2,896
+71
| +3% | +$7.14K | 0.19% | 105 |
|
2017
Q1 | $278K | Buy |
2,825
+2,500
| +769% | +$246K | 0.13% | 106 |
|
2016
Q4 | $30.4K | Buy |
+325
| New | +$30.4K | 0.02% | 229 |
|