BWA
TFCFA
Burt Wealth Advisors’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,270
| Closed | -$61K | – | 388 |
|
|
2018
Q4 | $61K | Hold |
1,270
| – | – | 0.03% | 159 |
|
|
2018
Q3 | $59K | Hold |
1,270
| – | – | 0.03% | 175 |
|
|
2018
Q2 | $63K | Hold |
1,270
| – | – | 0.03% | 161 |
|
|
2018
Q1 | $47K | Sell |
1,270
-100
| -7% | -$3.7K | 0.02% | 189 |
|
|
2017
Q4 | $47K | Buy |
1,370
+100
| +8% | +$3.43K | 0.03% | 187 |
|
|
2017
Q3 | $34K | Hold |
1,270
| – | – | 0.02% | 202 |
|
|
2017
Q2 | $35K | Hold |
1,270
| – | – | 0.02% | 219 |
|
|
2017
Q1 | $41K | Hold |
1,270
| – | – | 0.03% | 179 |
|
|
2016
Q4 | $36K | Hold |
1,270
| – | – | 0.03% | 192 |
|
|
2016
Q3 | $30K | Hold |
1,270
| – | – | 0.03% | 190 |
|
|
2016
Q2 | $34K | Sell |
1,270
-465
| -27% | -$12.4K | 0.04% | 180 |
|
|
2016
Q1 | $48K | Buy |
1,735
+465
| +37% | +$12.9K | 0.04% | 173 |
|
|
2015
Q4 | $35K | Hold |
1,270
| – | – | 0.03% | 167 |
|
|
2015
Q3 | $35K | Hold |
1,270
| – | – | 0.04% | 153 |
|
|
2015
Q2 | $413K | Hold |
1,270
| – | – | 0.45% | 35 |
|
|
2015
Q1 | $43K | Hold |
1,270
| – | – | 0.04% | 150 |
|
|
2014
Q4 | $49K | Buy |
+1,270
| New | +$49K | 0.05% | 143 |
|