Wealthspire Advisors (Maryland)’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 |
-6,629
| Closed | -$319K | – | 2666 |
|
|
2018
Q4 | $319K | Buy |
6,629
+353
| +6% | +$17K | 0.03% | 311 |
|
|
2018
Q3 | $291K | Buy |
6,276
+46
| +0.7% | +$2.13K | 0.02% | 366 |
|
|
2018
Q2 | $310K | Buy |
6,230
+149
| +2% | +$7.41K | 0.03% | 355 |
|
|
2018
Q1 | $223K | Sell |
6,081
-201
| -3% | -$7.37K | 0.02% | 435 |
|
|
2017
Q4 | $217K | Buy |
6,282
+1,684
| +37% | +$58.2K | 0.02% | 452 |
|
|
2017
Q3 | $121K | Buy |
4,598
+108
| +2% | +$2.84K | 0.01% | 634 |
|
|
2017
Q2 | $127K | Sell |
4,490
-5
| -0.1% | -$141 | 0.02% | 597 |
|
|
2017
Q1 | $146K | Buy |
4,495
+151
| +3% | +$4.91K | 0.02% | 482 |
|
|
2016
Q4 | $122K | Buy |
4,344
+271
| +7% | +$7.61K | 0.02% | 516 |
|
|
2016
Q3 | $99K | Buy |
4,073
+33
| +0.8% | +$802 | 0.02% | 570 |
|
|
2016
Q2 | $109K | Buy |
4,040
+7
| +0.2% | +$189 | 0.02% | 515 |
|
|
2016
Q1 | $112K | Buy |
4,033
+7
| +0.2% | +$194 | 0.02% | 496 |
|
|
2015
Q4 | $109K | Buy |
+4,026
| New | +$109K | 0.02% | 498 |
|