Carson Wealth (CWM LLC)’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 |
-674
| Closed | -$32K | – | 3454 |
|
|
2018
Q4 | $32K | Buy |
674
+180
| +36% | +$8.55K | ﹤0.01% | 1000 |
|
|
2018
Q3 | $23K | Sell |
494
-449
| -48% | -$20.9K | ﹤0.01% | 922 |
|
|
2018
Q2 | $47K | Buy |
943
+81
| +9% | +$4.04K | ﹤0.01% | 644 |
|
|
2018
Q1 | $32K | Buy |
862
+422
| +96% | +$15.7K | ﹤0.01% | 634 |
|
|
2017
Q4 | $15K | Hold |
440
| – | – | ﹤0.01% | 783 |
|
|
2017
Q3 | $12K | Sell |
440
-127
| -22% | -$3.46K | ﹤0.01% | 855 |
|
|
2017
Q2 | $16K | Buy |
567
+118
| +26% | +$3.33K | ﹤0.01% | 685 |
|
|
2017
Q1 | $15K | Sell |
449
-161
| -26% | -$5.38K | ﹤0.01% | 675 |
|
|
2016
Q4 | $17K | Buy |
610
+595
| +3,967% | +$16.6K | ﹤0.01% | 623 |
|
|
2016
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1096 |
|
|
2016
Q2 | $0 | Buy |
15
+9
| +150% | – | ﹤0.01% | 893 |
|
|
2016
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 837 |
|
|
2015
Q4 | – | Sell |
-6
| Closed | – | – | 767 |
|
|
2015
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 666 |
|
|
2014
Q1 | – | Sell |
-93
| Closed | -$3K | – | 514 |
|
|
2013
Q4 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 530 |
|