J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,607
| Closed | -$232K | – | 1799 |
|
|
2023
Q2 | $232K | Buy |
+9,607
| New | +$232K | ﹤0.01% | 1340 |
|
|
2022
Q2 | – | Sell |
-7,080
| Closed | -$238K | – | 2043 |
|
|
2022
Q1 | $238K | Buy |
+7,080
| New | +$238K | ﹤0.01% | 1846 |
|
|
2019
Q3 | – | Sell |
-7,664
| Closed | -$209K | – | 1488 |
|
|
2019
Q2 | $209K | Sell |
7,664
-6,314
| -45% | -$172K | ﹤0.01% | 1288 |
|
|
2019
Q1 | $386K | Sell |
13,978
-615
| -4% | -$17K | ﹤0.01% | 1113 |
|
|
2018
Q4 | $388K | Buy |
14,593
+5,411
| +59% | +$144K | ﹤0.01% | 1056 |
|
|
2018
Q3 | $288K | Buy |
9,182
+2
| +0% | +$63 | ﹤0.01% | 1317 |
|
|
2018
Q2 | $298K | Buy |
9,180
+1,018
| +12% | +$33K | ﹤0.01% | 1213 |
|
|
2018
Q1 | $242K | Buy |
8,162
+145
| +2% | +$4.3K | ﹤0.01% | 1126 |
|
|
2017
Q4 | $230K | Sell |
8,017
-1,230
| -13% | -$35.3K | ﹤0.01% | 1145 |
|
|
2017
Q3 | $280K | Sell |
9,247
-356
| -4% | -$10.8K | ﹤0.01% | 1040 |
|
|
2017
Q2 | $291K | Buy |
9,603
+151
| +2% | +$4.58K | ﹤0.01% | 1021 |
|
|
2017
Q1 | $266K | Sell |
9,452
-93
| -1% | -$2.62K | ﹤0.01% | 1121 |
|
|
2016
Q4 | $238K | Buy |
9,545
+927
| +11% | +$23.1K | ﹤0.01% | 1101 |
|
|
2016
Q3 | $212K | Buy |
+8,618
| New | +$212K | ﹤0.01% | 1128 |
|