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