Plante Moran Financial Advisors’s Liberty Media Series A FWONA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-28
| Closed | -$1K | – | 1003 |
|
|
2021
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 955 |
|
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 822 |
|
|
2020
Q3 | $1K | Sell |
28
-1
| -3% | -$36 | ﹤0.01% | 807 |
|
|
2020
Q2 | $1K | Buy |
29
+1
| +4% | +$34 | ﹤0.01% | 703 |
|
|
2020
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 686 |
|
|
2019
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 718 |
|
|
2018
Q4 | – | Sell |
-2
| Closed | – | – | 913 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 786 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 875 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 969 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 887 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 823 |
|
|
2017
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 858 |
|
|
2017
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 921 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 990 |
|
|
2016
Q3 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 949 |
|
|
2016
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 911 |
|
|
2016
Q1 | – | Sell |
-122
| Closed | -$3K | – | 919 |
|
|
2015
Q4 | $3K | Buy |
+122
| New | +$3K | ﹤0.01% | 817 |
|