AE Wealth Management’s Fox Class A FOXA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,398
| Closed | -$303K | – | 1446 |
|
|
2023
Q4 | $303K | Buy |
+9,398
| New | +$303K | ﹤0.01% | 1691 |
|
|
2023
Q3 | – | Sell |
-5,919
| Closed | -$201K | – | 1990 |
|
|
2023
Q2 | $201K | Buy |
+5,919
| New | +$201K | ﹤0.01% | 1746 |
|
|
2022
Q4 | – | Sell |
-6,777
| Closed | -$208K | – | 1838 |
|
|
2022
Q3 | $208K | Buy |
6,777
+550
| +9% | +$16.9K | ﹤0.01% | 1600 |
|
|
2022
Q2 | $200K | Buy |
6,227
+298
| +5% | +$9.57K | ﹤0.01% | 1597 |
|
|
2022
Q1 | $234K | Sell |
5,929
-359
| -6% | -$14.2K | ﹤0.01% | 1523 |
|
|
2021
Q4 | $232K | Buy |
6,288
+327
| +5% | +$12.1K | ﹤0.01% | 1545 |
|
|
2021
Q3 | $239K | Buy |
5,961
+12
| +0.2% | +$481 | ﹤0.01% | 1457 |
|
|
2021
Q2 | $221K | Buy |
5,949
+218
| +4% | +$8.1K | ﹤0.01% | 1461 |
|
|
2021
Q1 | $207K | Buy |
+5,731
| New | +$207K | ﹤0.01% | 1392 |
|
|
2020
Q1 | – | Sell |
-6,144
| Closed | -$228K | – | 1155 |
|
|
2019
Q4 | $228K | Buy |
+6,144
| New | +$228K | ﹤0.01% | 1022 |
|
|
2019
Q3 | – | Sell |
-5,507
| Closed | -$202K | – | 1007 |
|
|
2019
Q2 | $202K | Buy |
+5,507
| New | +$202K | 0.01% | 899 |
|