Balasa Dinverno & Foltz’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,968
| Closed | -$250K | – | 249 |
|
|
2018
Q3 | $250K | Hold |
7,968
| – | – | 0.03% | 213 |
|
|
2018
Q2 | $259K | Buy |
+7,968
| New | +$259K | 0.04% | 193 |
|
|
2017
Q4 | – | Sell |
-11,347
| Closed | -$343K | – | 214 |
|
|
2017
Q3 | $343K | Sell |
11,347
-350
| -3% | -$10.6K | 0.05% | 154 |
|
|
2017
Q2 | $355K | Buy |
+11,697
| New | +$355K | 0.06% | 149 |
|