Laurel Wealth Advisors (California)’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-8,109
| Closed | -$208K | – | 438 |
|
2020
Q3 | $208K | Sell |
8,109
-190
| -2% | -$4.87K | 0.03% | 382 |
|
2020
Q2 | $221K | Buy |
+8,299
| New | +$221K | 0.04% | 353 |
|
2020
Q1 | – | Sell |
-8,218
| Closed | -$301K | – | 436 |
|
2019
Q4 | $301K | Sell |
8,218
-97
| -1% | -$3.55K | 0.05% | 334 |
|
2019
Q3 | $266K | Buy |
8,315
+32
| +0.4% | +$1.02K | 0.05% | 369 |
|
2019
Q2 | $240K | Hold |
8,283
| – | – | 0.05% | 339 |
|
2019
Q1 | $241K | Sell |
8,283
-105
| -1% | -$3.06K | 0.06% | 328 |
|
2018
Q4 | $236K | Sell |
8,388
-157
| -2% | -$4.42K | 0.07% | 282 |
|
2018
Q3 | $282K | Hold |
8,545
| – | – | 0.07% | 290 |
|
2018
Q2 | $295K | Buy |
+8,545
| New | +$295K | 0.08% | 259 |
|