WFG Advisors’s Liberty Media Series A FWONA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $12K | Buy |
368
+113
| +44% | +$3.69K | ﹤0.01% | 1085 |
|
|
2017
Q1 | $8K | Sell |
255
-55
| -18% | -$1.73K | ﹤0.01% | 1121 |
|
|
2016
Q4 | $9K | Buy |
310
+4
| +1% | +$116 | ﹤0.01% | 1131 |
|
|
2016
Q3 | $8K | Hold |
306
| – | – | ﹤0.01% | 1175 |
|
|
2016
Q2 | $6K | Sell |
306
-1,440
| -82% | -$28.2K | ﹤0.01% | 1202 |
|
|
2016
Q1 | $45K | Sell |
1,746
-774
| -31% | -$19.9K | 0.01% | 690 |
|
|
2015
Q4 | $66K | Sell |
2,520
-847
| -25% | -$22.2K | 0.02% | 577 |
|
|
2015
Q3 | $81K | Hold |
3,367
| – | – | 0.03% | 506 |
|
|
2015
Q2 | $82K | Hold |
3,367
| – | – | 0.02% | 590 |
|
|
2015
Q1 | $87K | Sell |
3,367
-713
| -17% | -$18.4K | 0.02% | 573 |
|
|
2014
Q4 | $97K | Sell |
4,080
-1,042
| -20% | -$24.8K | 0.02% | 648 |
|
|
2014
Q3 | $123K | Sell |
5,122
-9,232
| -64% | -$222K | 0.02% | 589 |
|
|
2014
Q2 | $349K | Buy |
14,354
+366
| +3% | +$8.9K | 0.07% | 332 |
|
|
2014
Q1 | $325K | Buy |
13,988
+1,362
| +11% | +$31.6K | 0.07% | 335 |
|
|
2013
Q4 | $328K | Buy |
12,626
+90
| +0.7% | +$2.34K | 0.05% | 407 |
|
|
2013
Q3 | $328K | Sell |
12,536
-225
| -2% | -$5.89K | 0.05% | 371 |
|
|
2013
Q2 | $287K | Buy |
+12,761
| New | +$287K | 0.05% | 375 |
|