OneDigital 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-307
| Closed | -$10K | – | 1295 |
|
2018
Q3 | $10K | Hold |
307
| – | – | ﹤0.01% | 835 |
|
2018
Q2 | $11K | Sell |
307
-223
| -42% | -$7.99K | ﹤0.01% | 1020 |
|
2018
Q1 | $17K | Sell |
530
-368
| -41% | -$11.8K | ﹤0.01% | 877 |
|
2017
Q4 | $27K | Buy |
898
+307
| +52% | +$9.23K | ﹤0.01% | 701 |
|
2017
Q3 | $19K | Sell |
591
-307
| -34% | -$9.87K | 0.01% | 671 |
|
2017
Q2 | $29K | Buy |
+898
| New | +$29K | 0.01% | 625 |
|