JFS Wealth Advisors’s Liberty Media Series C FWONK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.2K | Buy |
126
+8
| +7% | +$836 | ﹤0.01% | 780 |
|
2025
Q1 | $10.6K | Buy |
118
+9
| +8% | +$810 | ﹤0.01% | 864 |
|
2024
Q4 | $10.1K | Buy |
109
+4
| +4% | +$371 | ﹤0.01% | 846 |
|
2024
Q3 | $8.13K | Buy |
+105
| New | +$8.13K | ﹤0.01% | 931 |
|
2023
Q3 | – | Sell |
-97
| Closed | -$7.08K | – | 1980 |
|
2023
Q2 | $7.08K | Hold |
97
| – | – | ﹤0.01% | 860 |
|
2023
Q1 | $7.04K | Buy |
97
+10
| +11% | +$725 | ﹤0.01% | 852 |
|
2022
Q4 | $5.02K | Sell |
87
-50
| -36% | -$2.89K | ﹤0.01% | 992 |
|
2022
Q3 | $8K | Hold |
137
| – | – | ﹤0.01% | 804 |
|
2022
Q2 | $8K | Buy |
137
+35
| +34% | +$2.04K | ﹤0.01% | 824 |
|
2022
Q1 | $7K | Buy |
102
+61
| +149% | +$4.19K | ﹤0.01% | 917 |
|
2021
Q4 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 941 |
|