Valeo Financial Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-107
| Closed | -$4K | – | 1817 |
|
|
2021
Q1 | $4K | Buy |
107
+71
| +197% | +$2.65K | ﹤0.01% | 1565 |
|
|
2020
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 1604 |
|
|
2020
Q3 | $1K | Sell |
36
-142
| -80% | -$3.94K | ﹤0.01% | 1500 |
|
|
2020
Q2 | $5K | Buy |
178
+39
| +28% | +$1.1K | ﹤0.01% | 1475 |
|
|
2020
Q1 | $3K | Hold |
139
| – | – | ﹤0.01% | 1410 |
|
|
2019
Q4 | $5K | Hold |
139
| – | – | ﹤0.01% | 1294 |
|
|
2019
Q3 | $4K | Sell |
139
-525
| -79% | -$15.1K | ﹤0.01% | 1268 |
|
|
2019
Q2 | $19K | Hold |
664
| – | – | ﹤0.01% | 867 |
|
|
2019
Q1 | $19K | Hold |
664
| – | – | ﹤0.01% | 807 |
|
|
2018
Q4 | $19K | Hold |
664
| – | – | ﹤0.01% | 720 |
|
|
2018
Q3 | $21K | Buy |
664
+525
| +378% | +$16.6K | ﹤0.01% | 760 |
|
|
2018
Q2 | $5K | Sell |
139
-229
| -62% | -$8.24K | ﹤0.01% | 1154 |
|
|
2018
Q1 | $11K | Buy |
368
+266
| +261% | +$7.95K | ﹤0.01% | 909 |
|
|
2017
Q4 | $3K | Buy |
102
+63
| +162% | +$1.85K | ﹤0.01% | 1137 |
|
|
2017
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1137 |
|