Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,745
| Closed | -$44.4K | – | 600 |
|
|
2023
Q3 | $44.4K | Sell |
1,745
-508
| -23% | -$12.9K | ﹤0.01% | 310 |
|
|
2023
Q2 | $57.1K | Hold |
2,253
| – | – | ﹤0.01% | 305 |
|
|
2023
Q1 | $48.8K | Hold |
2,253
| – | – | ﹤0.01% | 325 |
|
|
2022
Q4 | $68.3K | Hold |
2,253
| – | – | ﹤0.01% | 287 |
|
|
2022
Q3 | $65.8K | Hold |
2,253
| – | – | ﹤0.01% | 277 |
|
|
2022
Q2 | $63K | Hold |
2,253
| – | – | ﹤0.01% | 305 |
|
|
2022
Q1 | $80K | Hold |
2,253
| – | – | ﹤0.01% | 273 |
|
|
2021
Q4 | $89K | Hold |
2,253
| – | – | ﹤0.01% | 276 |
|
|
2021
Q3 | $82.8K | Hold |
2,253
| – | – | 0.01% | 271 |
|
|
2021
Q2 | $81K | Hold |
2,253
| – | – | 0.01% | 276 |
|
|
2021
Q1 | $77K | Hold |
2,253
| – | – | ﹤0.01% | 287 |
|
|
2020
Q4 | $76K | Hold |
2,253
| – | – | ﹤0.01% | 286 |
|
|
2020
Q3 | $57.7K | Hold |
2,253
| – | – | 0.01% | 257 |
|
|
2020
Q2 | $60.1K | Sell |
2,253
-38
| -2% | -$1.01K | 0.01% | 245 |
|
|
2020
Q1 | $55.2K | Hold |
2,291
| – | – | 0.01% | 247 |
|
|
2019
Q4 | $84K | Hold |
2,291
| – | – | 0.01% | 250 |
|
|
2019
Q3 | $73K | Buy |
+2,291
| New | +$73K | 0.01% | 240 |
|