FormulaFolio Investments’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,564
| Closed | -$227K | – | 753 |
|
|
2020
Q4 | $227K | Buy |
+3,564
| New | +$227K | ﹤0.01% | 595 |
|
|
2020
Q1 | – | Sell |
-5,753
| Closed | -$411K | – | 360 |
|
|
2019
Q4 | $411K | Sell |
5,753
-420
| -7% | -$30K | 0.01% | 257 |
|
|
2019
Q3 | $386K | Buy |
6,173
+10
| +0.2% | +$625 | 0.01% | 249 |
|
|
2019
Q2 | $344K | Sell |
6,163
-116
| -2% | -$6.48K | 0.01% | 253 |
|
|
2019
Q1 | $356K | Buy |
6,279
+179
| +3% | +$10.1K | 0.02% | 245 |
|
|
2018
Q4 | $385K | Hold |
6,100
| – | – | 0.02% | 229 |
|
|
2018
Q3 | $385K | Buy |
6,100
+508
| +9% | +$32.1K | 0.02% | 229 |
|
|
2018
Q2 | $379K | Buy |
+5,592
| New | +$379K | 0.02% | 226 |
|