Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-397
| Closed | -$13K | – | 1818 |
|
|
2021
Q1 | $13K | Buy |
397
+38
| +11% | +$1.24K | ﹤0.01% | 1223 |
|
|
2020
Q4 | $11K | Buy |
359
+340
| +1,789% | +$10.4K | ﹤0.01% | 1161 |
|
|
2020
Q3 | $0 | Sell |
19
-59
| -76% | – | ﹤0.01% | 2128 |
|
|
2020
Q2 | $2K | Buy |
78
+10
| +15% | +$256 | ﹤0.01% | 1734 |
|
|
2020
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 1542 |
|
|
2019
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 1481 |
|
|
2019
Q3 | $2K | Sell |
68
-277
| -80% | -$8.15K | ﹤0.01% | 1408 |
|
|
2019
Q2 | $9K | Hold |
345
| – | – | ﹤0.01% | 1058 |
|
|
2019
Q1 | $10K | Hold |
345
| – | – | ﹤0.01% | 971 |
|
|
2018
Q4 | $9K | Hold |
345
| – | – | ﹤0.01% | 915 |
|
|
2018
Q3 | $10K | Buy |
345
+277
| +407% | +$8.03K | ﹤0.01% | 969 |
|
|
2018
Q2 | $2K | Sell |
68
-466
| -87% | -$13.7K | ﹤0.01% | 1388 |
|
|
2018
Q1 | $16K | Buy |
534
+140
| +36% | +$4.2K | ﹤0.01% | 800 |
|
|
2017
Q4 | $11K | Buy |
394
+31
| +9% | +$865 | ﹤0.01% | 818 |
|
|
2017
Q3 | $11K | Buy |
+363
| New | +$11K | ﹤0.01% | 682 |
|