EWM
Evercore Wealth Management’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-913
| Closed | -$5K | – | 1032 |
|
|
2017
Q1 | $5K | Hold |
913
| – | – | ﹤0.01% | 885 |
|
|
2016
Q4 | $4K | Hold |
913
| – | – | ﹤0.01% | 910 |
|
|
2016
Q3 | $4K | Hold |
913
| – | – | ﹤0.01% | 965 |
|
|
2016
Q2 | $4K | Buy |
+913
| New | +$4K | ﹤0.01% | 957 |
|
|
2015
Q1 | – | Sell |
-379
| Closed | -$1K | – | 1036 |
|
|
2014
Q4 | $1K | Buy |
+379
| New | +$1K | ﹤0.01% | 859 |
|