Wealthstreet Investment 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 |
-8,309
| Closed | -$284K | – | 343 |
|
|
2021
Q1 | $284K | Hold |
8,309
| – | – | 0.03% | 321 |
|
|
2020
Q4 | $280K | Hold |
8,309
| – | – | 0.03% | 306 |
|
|
2020
Q3 | $213K | Hold |
8,309
| – | – | 0.02% | 317 |
|
|
2020
Q2 | $222K | Sell |
8,309
-141
| -2% | -$3.77K | 0.03% | 298 |
|
|
2020
Q1 | $204K | Hold |
8,450
| – | – | 0.03% | 282 |
|
|
2019
Q4 | $310K | Hold |
8,450
| – | – | 0.04% | 287 |
|
|
2019
Q3 | $281K | Hold |
8,450
| – | – | 0.04% | 289 |
|
|
2019
Q2 | $244K | Hold |
8,450
| – | – | 0.03% | 308 |
|
|
2019
Q1 | $246K | Hold |
8,450
| – | – | 0.03% | 303 |
|
|
2018
Q4 | $249K | Hold |
8,450
| – | – | 0.03% | 286 |
|
|
2018
Q3 | $280K | Hold |
8,450
| – | – | 0.03% | 300 |
|
|
2018
Q2 | $292K | Hold |
8,450
| – | – | 0.04% | 295 |
|
|
2018
Q1 | $263K | Hold |
8,450
| – | – | 0.03% | 302 |
|
|
2017
Q4 | $255K | Buy |
+8,450
| New | +$255K | 0.03% | 298 |
|