Appleton Partners’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,765
Closed -$433K 265
2020
Q1
$433K Sell
8,765
-2,435
-22% -$120K 0.06% 180
2019
Q4
$801K Buy
+11,200
New +$801K 0.09% 159