Whitegate Investment Counselors’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,465
Closed -$259K 198
2017
Q4
$259K Buy
1,465
+65
+5% +$11.5K 0.05% 165
2017
Q3
$239K Buy
1,400
+45
+3% +$7.68K 0.05% 166
2017
Q2
$205K Sell
1,355
-225
-14% -$34K 0.05% 170
2017
Q1
$224K Buy
+1,580
New +$224K 0.05% 165