BTR Capital Management’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$66K Hold
1,150
0.01% 162
2022
Q2
$70K Hold
1,150
0.01% 159
2022
Q1
$76K Hold
1,150
0.01% 168
2021
Q4
$73K Hold
1,150
0.01% 174
2021
Q3
$70K Hold
1,150
0.01% 162
2021
Q2
$75K Hold
1,150
0.01% 169
2021
Q1
$70K Hold
1,150
0.01% 169
2020
Q4
$73K Hold
1,150
0.01% 168
2020
Q3
$62K Hold
1,150
0.01% 155
2020
Q2
$68K Hold
1,150
0.01% 153
2020
Q1
$57K Hold
1,150
0.01% 145
2019
Q4
$82K Hold
1,150
0.01% 166
2019
Q3
$72K Buy
+1,150
New +$72K 0.01% 166
2019
Q2
Sell
-1,640
Closed -$93K 178
2019
Q1
$93K Hold
1,640
0.02% 163
2018
Q4
$94K Hold
1,640
0.02% 161
2018
Q3
$104K Buy
+1,640
New +$104K 0.02% 172