Burt Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-317
| Closed | -$4K | – | 361 |
|
2019
Q1 | $4K | Hold |
317
| – | – | ﹤0.01% | 312 |
|
2018
Q4 | $4K | Hold |
317
| – | – | ﹤0.01% | 310 |
|
2018
Q3 | $4K | Hold |
317
| – | – | ﹤0.01% | 330 |
|
2018
Q2 | $5K | Hold |
317
| – | – | ﹤0.01% | 309 |
|
2018
Q1 | $5K | Sell |
317
-25
| -7% | -$394 | ﹤0.01% | 317 |
|
2017
Q4 | $6K | Buy |
342
+25
| +8% | +$439 | ﹤0.01% | 300 |
|
2017
Q3 | $4K | Hold |
317
| – | – | ﹤0.01% | 309 |
|
2017
Q2 | $4K | Hold |
317
| – | – | ﹤0.01% | 346 |
|
2017
Q1 | $4K | Hold |
317
| – | – | ﹤0.01% | 307 |
|
2016
Q4 | $4K | Hold |
317
| – | – | ﹤0.01% | 331 |
|
2016
Q3 | $4K | Hold |
317
| – | – | ﹤0.01% | 329 |
|
2016
Q2 | $3K | Hold |
317
| – | – | ﹤0.01% | 347 |
|
2016
Q1 | $4K | Hold |
317
| – | – | ﹤0.01% | 404 |
|
2015
Q4 | $4K | Hold |
317
| – | – | ﹤0.01% | 403 |
|
2015
Q3 | $4K | Hold |
317
| – | – | 0.01% | 320 |
|
2015
Q2 | $5K | Hold |
317
| – | – | 0.01% | 317 |
|
2015
Q1 | $5K | Hold |
317
| – | – | 0.01% | 289 |
|
2014
Q4 | $5K | Buy |
+317
| New | +$5K | 0.01% | 275 |
|