WealthSource Partners’s Liberty Media Series A FWONA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21,505
| Closed | -$1.39M | – | 509 |
|
|
2023
Q1 | $1.39M | Sell |
21,505
-318
| -1% | -$20.6K | 0.09% | 164 |
|
|
2022
Q4 | $1.12M | Buy |
21,823
+2,906
| +15% | +$149K | 0.08% | 178 |
|
|
2022
Q3 | $951K | Buy |
18,917
+5,163
| +38% | +$260K | 0.07% | 200 |
|
|
2022
Q2 | $763K | Sell |
13,754
-352
| -2% | -$19.5K | 0.06% | 228 |
|
|
2022
Q1 | $853K | Buy |
14,106
+708
| +5% | +$42.8K | 0.06% | 242 |
|
|
2021
Q4 | $761K | Sell |
13,398
-428
| -3% | -$24.3K | 0.06% | 232 |
|
|
2021
Q3 | $623K | Buy |
13,826
+935
| +7% | +$42.1K | 0.05% | 248 |
|
|
2021
Q2 | $526K | Buy |
12,891
+3,632
| +39% | +$148K | 0.05% | 262 |
|
|
2021
Q1 | $339K | Buy |
9,259
+2,186
| +31% | +$80K | 0.03% | 318 |
|
|
2020
Q4 | $257K | Buy |
+7,073
| New | +$257K | 0.03% | 320 |
|