Baldwin Wealth Partners’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-800
| Closed | -$17.7K | – | 1179 |
|
|
2024
Q2 | $17.7K | Hold |
800
| – | – | ﹤0.01% | 481 |
|
|
2024
Q1 | $23.8K | Hold |
800
| – | – | ﹤0.01% | 464 |
|
|
2023
Q4 | $23K | Hold |
800
| – | – | ﹤0.01% | 484 |
|
|
2023
Q3 | $20.4K | Sell |
800
-233
| -23% | -$5.93K | ﹤0.01% | 508 |
|
|
2023
Q2 | $26.2K | Hold |
1,033
| – | – | ﹤0.01% | 502 |
|
|
2023
Q1 | $22.4K | Hold |
1,033
| – | – | ﹤0.01% | 530 |
|
|
2022
Q4 | $31.3K | Hold |
1,033
| – | – | ﹤0.01% | 481 |
|
|
2022
Q3 | $30K | Hold |
1,033
| – | – | ﹤0.01% | 402 |
|
|
2022
Q2 | $29K | Hold |
1,033
| – | – | ﹤0.01% | 434 |
|
|
2022
Q1 | $37K | Hold |
1,033
| – | – | ﹤0.01% | 415 |
|
|
2021
Q4 | $41K | Hold |
1,033
| – | – | ﹤0.01% | 376 |
|
|
2021
Q3 | $38K | Hold |
1,033
| – | – | ﹤0.01% | 383 |
|
|
2021
Q2 | $37K | Hold |
1,033
| – | – | ﹤0.01% | 391 |
|
|
2021
Q1 | $35K | Hold |
1,033
| – | – | ﹤0.01% | 382 |
|
|
2020
Q4 | $35K | Hold |
1,033
| – | – | ﹤0.01% | 353 |
|
|
2020
Q3 | $26K | Hold |
1,033
| – | – | ﹤0.01% | 361 |
|
|
2020
Q2 | $28K | Sell |
1,033
-17
| -2% | -$461 | ﹤0.01% | 356 |
|
|
2020
Q1 | $25K | Hold |
1,050
| – | – | ﹤0.01% | 357 |
|
|
2019
Q4 | $39K | Hold |
1,050
| – | – | 0.01% | 351 |
|
|
2019
Q3 | $34K | Hold |
1,050
| – | – | 0.01% | 354 |
|
|
2019
Q2 | $30K | Hold |
1,050
| – | – | ﹤0.01% | 359 |
|
|
2019
Q1 | $31K | Hold |
1,050
| – | – | ﹤0.01% | 352 |
|
|
2018
Q4 | $30K | Buy |
+1,050
| New | +$30K | 0.01% | 340 |
|