UBP Investment Advisors’s News Corp Class A NWSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-20,254
| Closed | -$1.35M | – | 122 |
|
2022
Q1 | $1.35M | Buy |
20,254
+2,007
| +11% | +$134K | 0.5% | 40 |
|
2021
Q4 | $410K | Buy |
18,247
+315
| +2% | +$7.08K | 0.15% | 83 |
|
2021
Q3 | $420K | Sell |
17,932
-6,520
| -27% | -$153K | 0.16% | 84 |
|
2021
Q2 | $630K | Buy |
24,452
+1,078
| +5% | +$27.8K | 0.23% | 77 |
|
2021
Q1 | $590K | Buy |
+23,374
| New | +$590K | 0.24% | 68 |
|