Beese Fulmer Investment Management’s News Corp Class A NWSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,232
| Closed | -$62K | – | 429 |
|
|
2020
Q2 | $62K | Buy |
+5,232
| New | +$62K | 0.01% | 300 |
|
|
2015
Q3 | – | Sell |
-13,130
| Closed | -$192K | – | 147 |
|
|
2015
Q2 | $192K | Sell |
13,130
-550
| -4% | -$8.04K | 0.06% | 138 |
|
|
2015
Q1 | $219K | Sell |
13,680
-1,037
| -7% | -$16.6K | 0.07% | 120 |
|
|
2014
Q4 | $231K | Sell |
14,717
-7,380
| -33% | -$116K | 0.07% | 135 |
|
|
2014
Q3 | $361K | Sell |
22,097
-2,847
| -11% | -$46.5K | 0.12% | 115 |
|
|
2014
Q2 | $447K | Sell |
24,944
-2,156
| -8% | -$38.6K | 0.15% | 110 |
|
|
2014
Q1 | $467K | Buy |
27,100
+156
| +0.6% | +$2.69K | 0.16% | 103 |
|
|
2013
Q4 | $486K | Sell |
26,944
-106
| -0.4% | -$1.91K | 0.17% | 98 |
|
|
2013
Q3 | $434K | Buy |
+27,050
| New | +$434K | 0.17% | 103 |
|