DWA
LSXMA
Dougherty Wealth Advisers’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,471
| Closed | -$32.6K | – | 114 |
|
|
2024
Q2 | $32.6K | Hold |
1,471
| – | – | 0.03% | 90 |
|
|
2024
Q1 | $43.7K | Hold |
1,471
| – | – | 0.04% | 84 |
|
|
2023
Q4 | $42.3K | Hold |
1,471
| – | – | 0.04% | 87 |
|
|
2023
Q3 | $37.4K | Hold |
1,471
| – | – | 0.04% | 88 |
|
|
2023
Q2 | $48.3K | Hold |
1,471
| – | – | 0.07% | 78 |
|
|
2023
Q1 | $41.3K | Hold |
1,471
| – | – | 0.06% | 85 |
|
|
2022
Q4 | $57.8K | Hold |
1,471
| – | – | 0.1% | 80 |
|
|
2022
Q3 | $56K | Hold |
1,471
| – | – | 0.11% | 76 |
|
|
2022
Q2 | $53K | Hold |
1,471
| – | – | 0.1% | 78 |
|
|
2022
Q1 | $67K | Hold |
1,471
| – | – | 0.1% | 78 |
|
|
2021
Q4 | $75K | Hold |
1,471
| – | – | 0.1% | 85 |
|
|
2021
Q3 | $69K | Hold |
1,471
| – | – | 0.1% | 83 |
|
|
2021
Q2 | $69K | Hold |
1,471
| – | – | 0.1% | 83 |
|
|
2021
Q1 | $65K | Hold |
1,471
| – | – | 0.1% | 84 |
|
|
2020
Q4 | $64K | Hold |
1,471
| – | – | 0.1% | 85 |
|
|
2020
Q3 | $49K | Hold |
1,471
| – | – | 0.17% | 97 |
|
|
2020
Q2 | $51K | Hold |
1,471
| – | – | 0.19% | 95 |
|
|
2020
Q1 | $47K | Hold |
1,471
| – | – | 0.19% | 96 |
|
|
2019
Q4 | $71K | Hold |
1,471
| – | – | 0.22% | 84 |
|
|
2019
Q3 | $61K | Hold |
1,471
| – | – | 0.2% | 88 |
|
|
2019
Q2 | $56K | Hold |
1,471
| – | – | 0.16% | 105 |
|
|
2019
Q1 | $56K | Hold |
1,471
| – | – | 0.19% | 97 |
|
|
2018
Q4 | $58K | Buy |
+1,471
| New | +$58K | 0.19% | 95 |
|