DWA
LSXMK
Dougherty Wealth Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,942
| Closed | -$65.2K | – | 113 |
|
|
2024
Q2 | $65.2K | Hold |
2,942
| – | – | 0.06% | 68 |
|
|
2024
Q1 | $87.4K | Hold |
2,942
| – | – | 0.08% | 62 |
|
|
2023
Q4 | $84.7K | Hold |
2,942
| – | – | 0.08% | 68 |
|
|
2023
Q3 | $74.9K | Hold |
2,942
| – | – | 0.09% | 64 |
|
|
2023
Q2 | $96.3K | Hold |
2,942
| – | – | 0.13% | 53 |
|
|
2023
Q1 | $82.3K | Hold |
2,942
| – | – | 0.12% | 63 |
|
|
2022
Q4 | $115K | Hold |
2,942
| – | – | 0.19% | 54 |
|
|
2022
Q3 | $111K | Hold |
2,942
| – | – | 0.22% | 48 |
|
|
2022
Q2 | $106K | Hold |
2,942
| – | – | 0.2% | 53 |
|
|
2022
Q1 | $135K | Hold |
2,942
| – | – | 0.2% | 49 |
|
|
2021
Q4 | $150K | Hold |
2,942
| – | – | 0.21% | 51 |
|
|
2021
Q3 | $140K | Hold |
2,942
| – | – | 0.21% | 49 |
|
|
2021
Q2 | $136K | Hold |
2,942
| – | – | 0.2% | 56 |
|
|
2021
Q1 | $130K | Hold |
2,942
| – | – | 0.2% | 51 |
|
|
2020
Q4 | $128K | Hold |
2,942
| – | – | 0.2% | 49 |
|
|
2020
Q3 | $97K | Hold |
2,942
| – | – | 0.33% | 58 |
|
|
2020
Q2 | $101K | Hold |
2,942
| – | – | 0.37% | 53 |
|
|
2020
Q1 | $93K | Hold |
2,942
| – | – | 0.37% | 54 |
|
|
2019
Q4 | $142K | Hold |
2,942
| – | – | 0.43% | 45 |
|
|
2019
Q3 | $123K | Hold |
2,942
| – | – | 0.4% | 47 |
|
|
2019
Q2 | $112K | Hold |
2,942
| – | – | 0.32% | 63 |
|
|
2019
Q1 | $113K | Hold |
2,942
| – | – | 0.38% | 49 |
|
|
2018
Q4 | $117K | Buy |
+2,942
| New | +$117K | 0.39% | 53 |
|