LWCFA
TFCFA
Loring Wolcott & Coolidge Fiduciary Advisors’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 |
-49
| Closed | -$2K | – | 787 |
|
|
2018
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 657 |
|
|
2018
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 622 |
|
|
2018
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 634 |
|
|
2018
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 685 |
|
|
2017
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 677 |
|
|
2017
Q3 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 769 |
|
|
2016
Q2 | – | Sell |
-2,700
| Closed | -$75K | – | 660 |
|
|
2016
Q1 | $75K | Sell |
2,700
-17,000
| -86% | -$472K | ﹤0.01% | 345 |
|
|
2015
Q4 | $535K | Sell |
19,700
-1,215
| -6% | -$33K | 0.01% | 194 |
|
|
2015
Q3 | $681K | Hold |
20,915
| – | – | 0.02% | 178 |
|
|
2015
Q2 | $681K | Buy |
20,915
+5,000
| +31% | +$163K | 0.02% | 178 |
|
|
2015
Q1 | $539K | Buy |
15,915
+100
| +0.6% | +$3.39K | 0.01% | 203 |
|
|
2014
Q4 | $607K | Buy |
15,815
+10,100
| +177% | +$388K | 0.02% | 182 |
|
|
2014
Q3 | $196K | Hold |
5,715
| – | – | 0.01% | 271 |
|
|
2014
Q2 | $201K | Buy |
5,715
+2,500
| +78% | +$87.9K | 0.01% | 275 |
|
|
2014
Q1 | $103K | Hold |
3,215
| – | – | ﹤0.01% | 340 |
|
|
2013
Q4 | $113K | Buy |
3,215
+890
| +38% | +$31.3K | ﹤0.01% | 317 |
|
|
2013
Q3 | $78K | Buy |
+2,325
| New | +$78K | ﹤0.01% | 332 |
|