Family Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-22,000
| Closed | -$770K | – | 91 |
|
|
2014
Q4 | $770K | Hold |
22,000
| – | – | 0.35% | 54 |
|
|
2014
Q3 | $768K | Sell |
22,000
-108
| -0.5% | -$3.77K | 0.35% | 53 |
|
|
2014
Q2 | $765K | Sell |
22,108
-1,675
| -7% | -$58K | 0.37% | 48 |
|
|
2014
Q1 | $761K | Buy |
23,783
+10,000
| +73% | +$320K | 0.4% | 45 |
|
|
2013
Q4 | $481K | Sell |
13,783
-10
| -0.1% | -$349 | 0.28% | 47 |
|
|
2013
Q3 | $535K | Buy |
13,793
+3,675
| +36% | +$143K | 0.35% | 49 |
|
|
2013
Q2 | $339K | Buy |
+10,118
| New | +$339K | 0.21% | 62 |
|