Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-93
| Closed | -$2.56K | – | 1000 |
|
|
2024
Q2 | $2.56K | Hold |
93
| – | – | ﹤0.01% | 643 |
|
|
2024
Q1 | $2.44K | Hold |
93
| – | – | ﹤0.01% | 730 |
|
|
2023
Q4 | $2.28K | Hold |
93
| – | – | ﹤0.01% | 700 |
|
|
2023
Q3 | $1.87K | Hold |
93
| – | – | ﹤0.01% | 875 |
|
|
2023
Q2 | $1.81K | Buy |
+93
| New | +$1.81K | ﹤0.01% | 881 |
|
|
2023
Q1 | – | Sell |
-93
| Closed | -$1.69K | – | 1154 |
|
|
2022
Q4 | $1.69K | Buy |
+93
| New | +$1.69K | ﹤0.01% | 978 |
|
|
2022
Q3 | – | Sell |
-459
| Closed | -$7K | – | 801 |
|
|
2022
Q2 | $7K | Buy |
459
+252
| +122% | +$3.84K | ﹤0.01% | 755 |
|
|
2022
Q1 | $5K | Hold |
207
| – | – | ﹤0.01% | 911 |
|
|
2021
Q4 | $5K | Buy |
+207
| New | +$5K | ﹤0.01% | 955 |
|
|
2021
Q3 | – | Sell |
-44
| Closed | -$1K | – | 994 |
|
|
2021
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 994 |
|