Independent Advisor Alliance’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-5,298
| Closed | -$209K | – | 747 |
|
2021
Q4 | $209K | Sell |
5,298
-293
| -5% | -$11.6K | 0.01% | 623 |
|
2021
Q3 | $206K | Sell |
5,591
-12,240
| -69% | -$451K | 0.01% | 580 |
|
2021
Q2 | $641K | Hold |
17,831
| – | – | 0.04% | 340 |
|
2021
Q1 | $609K | Buy |
17,831
+4,442
| +33% | +$152K | 0.04% | 331 |
|
2020
Q4 | $451K | Buy |
13,389
+470
| +4% | +$15.8K | 0.03% | 360 |
|
2020
Q3 | $331K | Buy |
12,919
+1,226
| +10% | +$31.4K | 0.03% | 369 |
|
2020
Q2 | $312K | Buy |
+11,693
| New | +$312K | 0.03% | 359 |
|