Gideon Capital Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14,293
| Closed | -$810K | – | 412 |
|
|
2019
Q1 | $810K | Buy |
+14,293
| New | +$810K | 0.29% | 89 |
|
|
2018
Q4 | – | Sell |
-4,316
| Closed | -$273K | – | 495 |
|
|
2018
Q3 | $273K | Sell |
4,316
-23
| -0.5% | -$1.46K | 0.13% | 261 |
|
|
2018
Q2 | $294K | Sell |
4,339
-1,278
| -23% | -$86.6K | 0.15% | 263 |
|
|
2018
Q1 | $350K | Sell |
5,617
-298
| -5% | -$18.6K | 0.22% | 193 |
|
|
2017
Q4 | $317K | Buy |
+5,915
| New | +$317K | 0.28% | 147 |
|