Institute for Wealth Management’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-14,047
| Closed | -$676K | – | 470 |
|
|
2018
Q4 | $676K | Buy |
14,047
+102
| +0.7% | +$4.91K | 0.28% | 113 |
|
|
2018
Q3 | $643K | Sell |
13,945
-168
| -1% | -$7.75K | 0.22% | 137 |
|
|
2018
Q2 | $697K | Sell |
14,113
-70
| -0.5% | -$3.46K | 0.22% | 136 |
|
|
2018
Q1 | $515K | Buy |
14,183
+40
| +0.3% | +$1.45K | 0.15% | 190 |
|
|
2017
Q4 | $487K | Sell |
14,143
-4,923
| -26% | -$170K | 0.11% | 228 |
|
|
2017
Q3 | $502K | Sell |
19,066
-45
| -0.2% | -$1.19K | 0.16% | 183 |
|
|
2017
Q2 | $545K | Buy |
+19,111
| New | +$545K | 0.15% | 211 |
|