SFWA
TFCFA
Summit Financial Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-30,530
| Closed | -$865K | – | 153 |
|
|
2017
Q2 | $865K | Buy |
30,530
+4,437
| +17% | +$126K | 0.34% | 70 |
|
|
2017
Q1 | $845K | Buy |
26,093
+3,935
| +18% | +$127K | 0.37% | 68 |
|
|
2016
Q4 | $621K | Sell |
22,158
-202
| -0.9% | -$5.66K | 0.27% | 83 |
|
|
2016
Q3 | $542K | Buy |
+22,360
| New | +$542K | 0.23% | 89 |
|
|
2015
Q4 | – | Sell |
-181
| Closed | -$4K | – | 238 |
|
|
2015
Q3 | $4K | Hold |
181
| – | – | ﹤0.01% | 209 |
|
|
2015
Q2 | $5K | Hold |
181
| – | – | ﹤0.01% | 252 |
|
|
2015
Q1 | $6K | Sell |
181
-4
| -2% | -$133 | ﹤0.01% | 213 |
|
|
2014
Q4 | $7K | Buy |
+185
| New | +$7K | ﹤0.01% | 214 |
|