Executive Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,944
| Closed | -$157K | – | 180 |
|
|
2020
Q3 | $157K | Buy |
2,944
+7
| +0.2% | +$373 | 0.02% | 151 |
|
|
2020
Q2 | $172K | Buy |
2,937
+6
| +0.2% | +$351 | 0.03% | 130 |
|
|
2020
Q1 | $144K | Sell |
2,931
-490
| -14% | -$24.1K | 0.03% | 120 |
|
|
2019
Q4 | $244K | Sell |
3,421
-184
| -5% | -$13.1K | 0.03% | 132 |
|
|
2019
Q3 | $225K | Sell |
3,605
-28
| -0.8% | -$1.75K | 0.03% | 124 |
|
|
2019
Q2 | $203K | Buy |
3,633
+8
| +0.2% | +$447 | 0.03% | 157 |
|
|
2019
Q1 | $206K | Hold |
3,625
| – | – | 0.04% | 143 |
|
|
2018
Q4 | $207K | Buy |
+3,625
| New | +$207K | 0.04% | 144 |
|