Apriem Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,194
| Closed | -$346K | – | 134 |
|
|
2019
Q2 | $346K | Buy |
6,194
+630
| +11% | +$35.2K | 0.11% | 91 |
|
|
2019
Q1 | $315K | Buy |
5,564
+1,440
| +35% | +$81.5K | 0.08% | 96 |
|
|
2018
Q4 | $235K | Hold |
4,124
| – | – | 0.08% | 108 |
|
|
2018
Q3 | $261K | Hold |
4,124
| – | – | 0.06% | 119 |
|
|
2018
Q2 | $279K | Sell |
4,124
-20
| -0.5% | -$1.35K | 0.06% | 108 |
|
|
2018
Q1 | $259K | Buy |
4,144
+100
| +2% | +$6.25K | 0.06% | 110 |
|
|
2017
Q4 | $217K | Sell |
4,044
-14
| -0.3% | -$751 | 0.05% | 119 |
|
|
2017
Q3 | $224K | Buy |
4,058
+14
| +0.3% | +$773 | 0.06% | 120 |
|
|
2017
Q2 | $221K | Hold |
4,044
| – | – | 0.06% | 121 |
|
|
2017
Q1 | $208K | Hold |
4,044
| – | – | 0.06% | 120 |
|
|
2016
Q4 | $180K | Sell |
4,044
-220
| -5% | -$9.79K | 0.05% | 128 |
|
|
2016
Q3 | $178K | Buy |
4,264
+185
| +5% | +$7.72K | 0.05% | 122 |
|
|
2016
Q2 | $161K | Hold |
4,079
| – | – | 0.05% | 124 |
|
|
2016
Q1 | $161K | Hold |
4,079
| – | – | 0.06% | 110 |
|
|
2015
Q4 | $166K | Hold |
4,079
| – | – | 0.06% | 106 |
|
|
2015
Q3 | $153K | Buy |
4,079
+3,524
| +635% | +$132K | 0.06% | 110 |
|
|
2015
Q2 | $21K | Hold |
555
| – | – | 0.01% | 321 |
|
|
2015
Q1 | $21K | Hold |
555
| – | – | 0.01% | 312 |
|
|
2014
Q4 | $19K | Sell |
555
-150
| -21% | -$5.14K | 0.01% | 304 |
|
|
2014
Q3 | $25K | Hold |
705
| – | – | 0.01% | 278 |
|
|
2014
Q2 | $24K | Hold |
705
| – | – | 0.01% | 262 |
|
|
2014
Q1 | $23K | Sell |
705
-184
| -21% | -$6K | 0.01% | 288 |
|
|
2013
Q4 | $31K | Hold |
889
| – | – | 0.01% | 251 |
|
|
2013
Q3 | $34K | Buy |
889
+234
| +36% | +$8.95K | 0.01% | 235 |
|
|
2013
Q2 | $22K | Buy |
+655
| New | +$22K | 0.01% | 268 |
|