Beese Fulmer Investment Management’s Liberty Media Series A FWONA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-661
| Closed | -$18K | – | 328 |
|
|
2020
Q2 | $18K | Buy |
+661
| New | +$18K | ﹤0.01% | 426 |
|
|
2016
Q2 | – | Sell |
-8,598
| Closed | -$222K | – | 159 |
|
|
2016
Q1 | $222K | Sell |
8,598
-376
| -4% | -$9.71K | 0.06% | 139 |
|
|
2015
Q4 | $237K | Hold |
8,974
| – | – | 0.07% | 129 |
|
|
2015
Q3 | $216K | Buy |
+8,974
| New | +$216K | 0.07% | 132 |
|
|
2014
Q4 | – | Sell |
-10,382
| Closed | -$249K | – | 156 |
|
|
2014
Q3 | $249K | Sell |
10,382
-20,538
| -66% | -$493K | 0.08% | 135 |
|
|
2014
Q2 | $751K | Sell |
30,920
-3,299
| -10% | -$80.1K | 0.24% | 88 |
|
|
2014
Q1 | $795K | Sell |
34,219
-1,272
| -4% | -$29.6K | 0.28% | 86 |
|
|
2013
Q4 | $922K | Sell |
35,491
-1,266
| -3% | -$32.9K | 0.33% | 79 |
|
|
2013
Q3 | $961K | Hold |
36,757
| – | – | 0.38% | 71 |
|
|
2013
Q2 | $828K | Buy |
+36,757
| New | +$828K | 0.35% | 70 |
|