CWP
LSXMK
Concord Wealth Partners’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-179
| Closed | -$4.56K | – | 1050 |
|
|
2023
Q3 | $4.56K | Hold |
179
| – | – | ﹤0.01% | 732 |
|
|
2023
Q2 | $5.86K | Buy |
+179
| New | +$5.86K | ﹤0.01% | 677 |
|
|
2023
Q1 | – | Sell |
-191
| Closed | -$7.47K | – | 1258 |
|
|
2022
Q4 | $7.47K | Buy |
+191
| New | +$7.47K | ﹤0.01% | 682 |
|
|
2022
Q3 | – | Sell |
-191
| Closed | -$7K | – | 1230 |
|
|
2022
Q2 | $7K | Hold |
191
| – | – | ﹤0.01% | 765 |
|
|
2022
Q1 | $9K | Hold |
191
| – | – | ﹤0.01% | 810 |
|
|
2021
Q4 | $10K | Buy |
+191
| New | +$10K | ﹤0.01% | 792 |
|
|
2021
Q3 | – | Sell |
-172
| Closed | -$8K | – | 1059 |
|
|
2021
Q2 | $8K | Hold |
172
| – | – | ﹤0.01% | 673 |
|
|
2021
Q1 | $8K | Buy |
+172
| New | +$8K | ﹤0.01% | 615 |
|