JFS Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-82
| Closed | -$3K | – | 568 |
|
2018
Q1 | $3K | Hold |
82
| – | – | ﹤0.01% | 469 |
|
2017
Q4 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 477 |
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$48K | – | 504 |
|
2016
Q3 | $48K | Buy |
+2,000
| New | +$48K | 0.01% | 243 |
|
2015
Q3 | – | Sell |
-318
| Closed | -$10K | – | 596 |
|
2015
Q2 | $10K | Buy |
318
+53
| +20% | +$1.67K | 0.01% | 369 |
|
2015
Q1 | $9K | Sell |
265
-638
| -71% | -$21.7K | ﹤0.01% | 376 |
|
2014
Q4 | $35K | Buy |
903
+638
| +241% | +$24.7K | 0.01% | 227 |
|
2014
Q3 | $9K | Sell |
265
-1
| -0.4% | -$34 | ﹤0.01% | 348 |
|
2014
Q2 | $9K | Buy |
+266
| New | +$9K | ﹤0.01% | 342 |
|