WealthSource Partners’s News Corp Class A NWSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $382K | Sell |
15,542
-2,797
| -15% | -$68.7K | 0.02% | 374 |
|
|
2023
Q3 | $368K | Buy |
18,339
+98
| +0.5% | +$1.97K | 0.03% | 374 |
|
|
2023
Q2 | $356K | Sell |
18,241
-464
| -2% | -$9.05K | 0.02% | 380 |
|
|
2023
Q1 | $323K | Sell |
18,705
-21
| -0.1% | -$363 | 0.02% | 393 |
|
|
2022
Q4 | $341K | Sell |
18,726
-6,136
| -25% | -$112K | 0.02% | 372 |
|
|
2022
Q3 | $376K | Buy |
24,862
+186
| +0.8% | +$2.81K | 0.03% | 348 |
|
|
2022
Q2 | $384K | Sell |
24,676
-4,849
| -16% | -$75.5K | 0.03% | 351 |
|
|
2022
Q1 | $654K | Sell |
29,525
-718
| -2% | -$15.9K | 0.04% | 296 |
|
|
2021
Q4 | $675K | Sell |
30,243
-918
| -3% | -$20.5K | 0.05% | 258 |
|
|
2021
Q3 | $733K | Sell |
31,161
-2,470
| -7% | -$58.1K | 0.06% | 218 |
|
|
2021
Q2 | $867K | Buy |
33,631
+3,761
| +13% | +$97K | 0.08% | 188 |
|
|
2021
Q1 | $760K | Sell |
29,870
-1,365
| -4% | -$34.7K | 0.08% | 189 |
|
|
2020
Q4 | $561K | Sell |
31,235
-5,465
| -15% | -$98.2K | 0.07% | 195 |
|
|
2020
Q3 | $515K | Sell |
36,700
-13,779
| -27% | -$193K | 0.07% | 189 |
|
|
2020
Q2 | $599K | Buy |
50,479
+7,705
| +18% | +$91.4K | 0.09% | 166 |
|
|
2020
Q1 | $384K | Buy |
42,774
+7,516
| +21% | +$67.5K | 0.06% | 208 |
|
|
2019
Q4 | $499K | Buy |
+35,258
| New | +$499K | 0.07% | 231 |
|