SWM
TFCFA
SVA Wealth Management’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 |
-5,806
| Closed | -$279K | – | 221 |
|
|
2018
Q4 | $279K | Hold |
5,806
| – | – | 0.03% | 180 |
|
|
2018
Q3 | $269K | Sell |
5,806
-1,320
| -19% | -$61.2K | 0.03% | 191 |
|
|
2018
Q2 | $354K | Buy |
+7,126
| New | +$354K | 0.04% | 173 |
|
|
2015
Q1 | – | Sell |
-6,000
| Closed | -$230K | – | 215 |
|
|
2014
Q4 | $230K | Hold |
6,000
| – | – | 0.08% | 165 |
|
|
2014
Q3 | $206K | Hold |
6,000
| – | – | 0.09% | 151 |
|
|
2014
Q2 | $211K | Buy |
+6,000
| New | +$211K | 0.09% | 155 |
|