YWP
TWX
YorkBridge Wealth Partners’s Time Warner Inc TWX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-5,695
| Closed | -$549K | – | 904 |
|
2018
Q1 | $549K | Buy |
5,695
+280
| +5% | +$27K | 0.25% | 92 |
|
2017
Q4 | $517K | Buy |
5,415
+422
| +8% | +$40.3K | 0.25% | 93 |
|
2017
Q3 | $512K | Sell |
4,993
-319
| -6% | -$32.7K | 0.27% | 87 |
|
2017
Q2 | $539K | Sell |
5,312
-171
| -3% | -$17.4K | 0.29% | 83 |
|
2017
Q1 | $545K | Sell |
5,483
-1,510
| -22% | -$150K | 0.29% | 83 |
|
2016
Q4 | $652K | Buy |
+6,993
| New | +$652K | 0.38% | 73 |
|