Mount Yale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,736
| Closed | -$210K | – | 367 |
|
|
2020
Q1 | $210K | Sell |
8,736
-7,375
| -46% | -$177K | 0.05% | 264 |
|
|
2019
Q4 | $602K | Sell |
16,111
-806
| -5% | -$30.1K | 0.1% | 164 |
|
|
2019
Q3 | $604K | Sell |
16,917
-3,669
| -18% | -$131K | 0.11% | 162 |
|
|
2019
Q2 | $644K | Sell |
20,586
-2,159
| -9% | -$67.5K | 0.12% | 145 |
|
|
2019
Q1 | $662K | Sell |
22,745
-675
| -3% | -$19.6K | 0.12% | 138 |
|
|
2018
Q4 | $708K | Sell |
23,420
-1,249
| -5% | -$37.8K | 0.14% | 135 |
|
|
2018
Q3 | $780K | Sell |
24,669
-3,647
| -13% | -$115K | 0.14% | 131 |
|
|
2018
Q2 | $978K | Sell |
28,316
-449
| -2% | -$15.5K | 0.19% | 115 |
|
|
2018
Q1 | $895K | Buy |
+28,765
| New | +$895K | 0.19% | 114 |
|