Valeo 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 |
-6
| Closed | – | – | 931 |
|
|
2021
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1984 |
|
|
2020
Q3 | – | Sell |
-7
| Closed | – | – | 1719 |
|
|
2020
Q2 | $0 | Buy |
7
+3
| +75% | – | ﹤0.01% | 1994 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1781 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1643 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1588 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1583 |
|
|
2019
Q1 | $0 | Sell |
4
-4
| -50% | – | ﹤0.01% | 1596 |
|
|
2018
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1571 |
|
|
2018
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1803 |
|
|
2018
Q2 | $0 | Sell |
8
-87
| -92% | – | ﹤0.01% | 1665 |
|
|
2018
Q1 | $3K | Buy |
95
+26
| +38% | +$821 | ﹤0.01% | 1249 |
|
|
2017
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 1178 |
|
|
2017
Q3 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 1010 |
|