Berman Capital Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $56K | Buy |
938
+420
| +81% | +$25.1K | 0.01% | 636 |
|
|
2021
Q2 | $32K | Buy |
518
+458
| +763% | +$28.3K | 0.01% | 752 |
|
|
2021
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 1442 |
|
|
2020
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 1328 |
|
|
2020
Q3 | $3K | Sell |
60
-37
| -38% | -$1.85K | ﹤0.01% | 1215 |
|
|
2020
Q2 | $5K | Sell |
97
-146
| -60% | -$7.53K | ﹤0.01% | 994 |
|
|
2020
Q1 | $11K | Sell |
243
-34
| -12% | -$1.54K | ﹤0.01% | 646 |
|
|
2019
Q4 | $19K | Hold |
277
| – | – | 0.01% | 555 |
|
|
2019
Q3 | $17K | Hold |
277
| – | – | 0.01% | 558 |
|
|
2019
Q2 | $15K | Buy |
277
+83
| +43% | +$4.5K | ﹤0.01% | 598 |
|
|
2019
Q1 | $11K | Buy |
194
+54
| +39% | +$3.06K | ﹤0.01% | 632 |
|
|
2018
Q4 | $7K | Buy |
+140
| New | +$7K | ﹤0.01% | 604 |
|
|
2018
Q1 | – | Sell |
-1,026
| Closed | -$55K | – | 125 |
|
|
2017
Q4 | $55K | Buy |
+1,026
| New | +$55K | 0.02% | 105 |
|