Broadleaf Partners’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-62,137
| Closed | -$3.52M | – | 58 |
|
|
2019
Q1 | $3.52M | Buy |
62,137
+10,040
| +19% | +$569K | 2.46% | 19 |
|
|
2018
Q4 | $2.98M | Buy |
52,097
+8,131
| +18% | +$464K | 2.38% | 20 |
|
|
2018
Q3 | $2.78M | Buy |
43,966
+12,412
| +39% | +$785K | 1.86% | 26 |
|
|
2018
Q2 | $2.14M | Sell |
31,554
-53
| -0.2% | -$3.59K | 1.57% | 30 |
|
|
2018
Q1 | $1.97M | Sell |
31,607
-30,947
| -49% | -$1.93M | 1.52% | 32 |
|
|
2017
Q4 | $3.35M | Buy |
+62,554
| New | +$3.35M | 2.78% | 13 |
|