Steward Partners Investment Advisory’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-664
| Closed | -$30K | – | 2548 |
|
|
2018
Q3 | $30K | Buy |
664
+443
| +200% | +$20K | ﹤0.01% | 1393 |
|
|
2018
Q2 | $11K | Buy |
221
+57
| +35% | +$2.84K | ﹤0.01% | 1719 |
|
|
2018
Q1 | $5K | Hold |
164
| – | – | ﹤0.01% | 1831 |
|
|
2017
Q4 | $5K | Hold |
164
| – | – | ﹤0.01% | 1544 |
|
|
2017
Q3 | $4K | Sell |
164
-28
| -15% | -$683 | ﹤0.01% | 1382 |
|
|
2017
Q2 | $5K | Buy |
192
+28
| +17% | +$729 | ﹤0.01% | 1250 |
|
|
2017
Q1 | $5K | Buy |
+164
| New | +$5K | ﹤0.01% | 1150 |
|