Wealthspire Advisors (Maryland)’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-43
| Closed | -$2K | – | 2667 |
|
|
2018
Q4 | $2K | Buy |
43
+16
| +59% | +$744 | ﹤0.01% | 2186 |
|
|
2018
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 2360 |
|
|
2018
Q2 | $1K | Buy |
27
+6
| +29% | +$222 | ﹤0.01% | 2405 |
|
|
2018
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 2462 |
|
|
2017
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 2400 |
|
|
2017
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 2196 |
|
|
2016
Q4 | – | Sell |
-6,683
| Closed | -$165K | – | 1909 |
|
|
2016
Q3 | $165K | Sell |
6,683
-259
| -4% | -$6.4K | 0.03% | 436 |
|
|
2016
Q2 | $189K | Sell |
6,942
-81
| -1% | -$2.21K | 0.03% | 381 |
|
|
2016
Q1 | $198K | Sell |
7,023
-135
| -2% | -$3.81K | 0.03% | 363 |
|
|
2015
Q4 | $195K | Buy |
+7,158
| New | +$195K | 0.04% | 363 |
|