Valeo Financial Advisors’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-2,039
| Closed | -$98K | – | 1729 |
|
2018
Q4 | $98K | Sell |
2,039
-2,335
| -53% | -$112K | 0.01% | 381 |
|
2018
Q3 | $199K | Sell |
4,374
-2,126
| -33% | -$96.7K | 0.03% | 280 |
|
2018
Q2 | $295K | Buy |
6,500
+3,661
| +129% | +$166K | 0.04% | 229 |
|
2018
Q1 | $104K | Buy |
2,839
+2
| +0.1% | +$73 | 0.02% | 361 |
|
2017
Q4 | $98K | Sell |
2,837
-3,842
| -58% | -$133K | 0.02% | 343 |
|
2017
Q3 | $176K | Buy |
+6,679
| New | +$176K | 0.04% | 211 |
|