EWM
TFCF
Evercore Wealth Management’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-20,725
| Closed | -$950K | – | 426 |
|
2018
Q3 | $950K | Sell |
20,725
-425
| -2% | -$19.5K | 0.03% | 206 |
|
2018
Q2 | $1.04M | Buy |
+21,150
| New | +$1.04M | 0.04% | 193 |
|
2018
Q1 | – | Sell |
-1,150
| Closed | -$39K | – | 890 |
|
2017
Q4 | $39K | Hold |
1,150
| – | – | ﹤0.01% | 619 |
|
2017
Q3 | $30K | Hold |
1,150
| – | – | ﹤0.01% | 639 |
|
2017
Q2 | $32K | Hold |
1,150
| – | – | ﹤0.01% | 638 |
|
2017
Q1 | $37K | Sell |
1,150
-150
| -12% | -$4.83K | ﹤0.01% | 648 |
|
2016
Q4 | $35K | Sell |
1,300
-900
| -41% | -$24.2K | ﹤0.01% | 664 |
|
2016
Q3 | $54K | Hold |
2,200
| – | – | ﹤0.01% | 581 |
|
2016
Q2 | $60K | Buy |
2,200
+900
| +69% | +$24.5K | ﹤0.01% | 545 |
|
2016
Q1 | $37K | Hold |
1,300
| – | – | ﹤0.01% | 628 |
|
2015
Q4 | $35K | Buy |
+1,300
| New | +$35K | ﹤0.01% | 662 |
|