TrueWealth LLC’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-80
| Closed | -$2K | – | 783 |
|
2020
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 666 |
|
2019
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 656 |
|
2019
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 654 |
|
2019
Q2 | $2K | Sell |
80
-63
| -44% | -$1.58K | ﹤0.01% | 671 |
|
2019
Q1 | $4K | Hold |
143
| – | – | ﹤0.01% | 615 |
|
2018
Q4 | $4K | Hold |
143
| – | – | ﹤0.01% | 599 |
|
2018
Q3 | $4K | Hold |
143
| – | – | ﹤0.01% | 662 |
|
2018
Q2 | $5K | Hold |
143
| – | – | ﹤0.01% | 632 |
|
2018
Q1 | $4K | Hold |
143
| – | – | ﹤0.01% | 636 |
|
2017
Q4 | $4K | Buy |
+143
| New | +$4K | ﹤0.01% | 732 |
|