Valeo Financial Advisors’s Liberty Media Series C FWONK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13
| Closed | -$1K | – | 932 |
|
|
2021
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1790 |
|
|
2020
Q3 | – | Sell |
-158
| Closed | -$5K | – | 1720 |
|
|
2020
Q2 | $5K | Buy |
158
+13
| +9% | +$411 | ﹤0.01% | 1439 |
|
|
2020
Q1 | $3K | Hold |
145
| – | – | ﹤0.01% | 1361 |
|
|
2019
Q4 | $6K | Hold |
145
| – | – | ﹤0.01% | 1218 |
|
|
2019
Q3 | $6K | Hold |
145
| – | – | ﹤0.01% | 1141 |
|
|
2019
Q2 | $5K | Hold |
145
| – | – | ﹤0.01% | 1199 |
|
|
2019
Q1 | $5K | Sell |
145
-7
| -5% | -$241 | ﹤0.01% | 1152 |
|
|
2018
Q4 | $5K | Sell |
152
-161
| -51% | -$5.3K | ﹤0.01% | 1068 |
|
|
2018
Q3 | $10K | Hold |
313
| – | – | ﹤0.01% | 954 |
|
|
2018
Q2 | $11K | Sell |
313
-197
| -39% | -$6.92K | ﹤0.01% | 909 |
|
|
2018
Q1 | $15K | Buy |
510
+388
| +318% | +$11.4K | ﹤0.01% | 811 |
|
|
2017
Q4 | $4K | Buy |
122
+80
| +190% | +$2.62K | ﹤0.01% | 1063 |
|
|
2017
Q3 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1011 |
|