WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $62K | Buy |
614
+136
| +28% | +$13.7K | 0.01% | 652 |
|
|
2017
Q1 | $47K | Sell |
478
-54
| -10% | -$5.31K | 0.01% | 675 |
|
|
2016
Q4 | $51K | Sell |
532
-7
| -1% | -$671 | 0.01% | 718 |
|
|
2016
Q3 | $43K | Hold |
539
| – | – | 0.01% | 747 |
|
|
2016
Q2 | $40K | Buy |
539
+1
| +0.2% | +$74 | 0.01% | 748 |
|
|
2016
Q1 | $39K | Sell |
538
-156
| -22% | -$11.3K | 0.01% | 734 |
|
|
2015
Q4 | $45K | Sell |
694
-137
| -16% | -$8.88K | 0.01% | 694 |
|
|
2015
Q3 | $57K | Sell |
831
-625
| -43% | -$42.9K | 0.02% | 609 |
|
|
2015
Q2 | $127K | Buy |
1,456
+26
| +2% | +$2.27K | 0.04% | 471 |
|
|
2015
Q1 | $121K | Sell |
1,430
-381
| -21% | -$32.2K | 0.03% | 473 |
|
|
2014
Q4 | $155K | Buy |
1,811
+166
| +10% | +$14.2K | 0.03% | 511 |
|
|
2014
Q3 | $124K | Buy |
1,645
+502
| +44% | +$37.8K | 0.02% | 588 |
|
|
2014
Q2 | $80K | Sell |
1,143
-4
| -0.3% | -$280 | 0.01% | 735 |
|
|
2014
Q1 | $72K | Sell |
1,147
-104
| -8% | -$6.53K | 0.01% | 763 |
|
|
2013
Q4 | $84K | Buy |
1,251
+100
| +9% | +$6.72K | 0.01% | 808 |
|
|
2013
Q3 | $73K | Buy |
1,151
+20
| +2% | +$1.27K | 0.01% | 800 |
|
|
2013
Q2 | $63K | Buy |
+1,131
| New | +$63K | 0.01% | 806 |
|